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Wealthspire Advisors (New York)’s Valvoline VVV Stock Holding History

Wealthspire Advisors (New York)’s Portfolio VVV Stock Details VVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,405
Closed -$50.5K – 2871
2025
Q3 		$50.5K Buy
+1,405
New +$53.6K ﹤0.01% 1247

Other funds holding VVV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return

Wealthspire Advisors (New York)'s VVV Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Valvoline (VVV) in Q4 2025, closing a stake of 1,405 shares — an estimated $50.5K sold.

Wealthspire Advisors (New York) first reported a position in VVV in Q3 2025 and held it in 1 quarter. The position peaked at $50.5K in Q3 2025. 372 funds tracked by Wall St. Rank hold VVV as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Valvoline position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,405 Valvoline shares in Q4 2025, an estimated $50.5K.
  • Wealthspire Advisors (New York) first reported a position in Valvoline in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Valvoline position peaked at $50.5K in Q3 2025.
  • 372 funds tracked by Wall St. Rank held Valvoline as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.