VWA
VALN

VSM Wealth Advisory’s Valneva VALN Stock Holding History

VSM Wealth Advisory’s Portfolio VALN Stock Details VALN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$52.3K Hold
10,000
– – 0.01% 215
2026
Q1 		$62.5K Buy
+10,000
New +$97.7K 0.02% 193
2025
Q4 		– Sell
-9,000
Closed -$110K – 492
2025
Q3 		$110K Buy
9,000
+5,000
+125% +$42.7K 0.03% 125
2025
Q2 		$22.7K Hold
4,000
– – 0.01% 293
2025
Q1 		$26.8K Buy
4,000
+3,000
+300% +$18.9K 0.01% 249
2024
Q4 		$4.37K Buy
+1,000
New +$4.93K ﹤0.01% 403

Other funds holding VALN

GAI
General American Investors New York $1.69B AUM 40.94% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $133B AUM 43.5% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
SAM
Smartleaf Asset Management Boston, Massachusetts $3.08B AUM 27.39% 1-Year Est. Return
CIAM
Caitong International Asset Management Hong Kong $729M AUM 1,176.98% 1-Year Est. Return
AWM
Activest Wealth Management Aventure, Florida $518M AUM 44.34% 1-Year Est. Return

VSM Wealth Advisory's VALN Position: Q2 2026 in Review

VSM Wealth Advisory held its Valneva (VALN) position steady in Q2 2026 at 10,000 shares worth $52.3K. The position accounts for 0.01% of the portfolio, ranked #215.

VSM Wealth Advisory first reported a position in VALN in Q4 2024 and has held it in 6 quarters since. The position peaked at $110K in Q3 2025. 11 funds tracked by Wall St. Rank hold VALN as of Q2 2026.

  • VSM Wealth Advisory held 10,000 shares of Valneva worth $52.3K as of Q2 2026.
  • VSM Wealth Advisory left its Valneva share count unchanged in Q2 2026.
  • Valneva made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #215 holding.
  • VSM Wealth Advisory first reported a position in Valneva in Q4 2024 and has held it in 6 quarters since.
  • VSM Wealth Advisory's Valneva position peaked at $110K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Valneva as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.