Wealth Enhancement Advisory Services
VAL icon

Wealth Enhancement Advisory Services’s Valaris VAL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio VAL Stock Details VAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$321K Buy
3,829
+570
+17% +$46.5K ﹤0.01% 3276
2026
Q2 		$253K Buy
3,259
+608
+23% +$56.6K ﹤0.01% 3369
2026
Q1 		$260K Buy
+2,651
New +$207K ﹤0.01% 2913

Other funds holding VAL

Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Stanley-Laman Group
Stanley-Laman Group Berwyn, Pennsylvania $915M AUM 50.26% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Lingotto Investment Management
Lingotto Investment Management London, United Kingdom $5.74B AUM 42.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Investment House LLC
Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Versor Investments
Versor Investments New York $59.8M AUM 85.83% 1-Year Est. Return
Merrion Investment Management
Merrion Investment Management Cranford, New Jersey $202M AUM 43.14% 1-Year Est. Return

Wealth Enhancement Advisory Services's VAL Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Valaris (VAL) stake by 17% in Q3 2026, buying an estimated $46.5K and bringing the position to 3,829 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #3276.

Wealth Enhancement Advisory Services first reported a position in VAL in Q1 2026 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold VAL as of Q3 2026.

  • Wealth Enhancement Advisory Services held 3,829 shares of Valaris worth $321K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 570 Valaris shares in Q3 2026, an estimated $46.5K.
  • Valaris made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #3276 holding.
  • Wealth Enhancement Advisory Services first reported a position in Valaris in Q1 2026 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Valaris as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.