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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
OHA
Oak Hill Advisors New York $701M AUM 78.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LIM
Lingotto Investment Management London, United Kingdom $4.67B AUM 70.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wealth Enhancement Advisory Services's VAL Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Valaris (VAL) stake by 23% in Q2 2026, buying an estimated $56.6K and bringing the position to 3,259 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #3369.

Wealth Enhancement Advisory Services first reported a position in VAL in Q1 2026 and has held it in 2 quarters since. The position peaked at $260K in Q1 2026. 335 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Wealth Enhancement Advisory Services held 3,259 shares of Valaris worth $253K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 608 Valaris shares in Q2 2026, an estimated $56.6K.
  • Valaris made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3369 holding.
  • Wealth Enhancement Advisory Services first reported a position in Valaris in Q1 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Valaris position peaked at $260K in Q1 2026.
  • 335 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.