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Wilkerson Advisory Group’s Valaris VAL Stock Holding History

Wilkerson Advisory Group’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 		$4.43K Hold
61
– – ﹤0.01% 501
2026
Q1 		$5.98K Hold
61
– – ﹤0.01% 466
2025
Q4 		$3.07K Buy
+61
New +$3.27K ﹤0.01% 482

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

Wilkerson Advisory Group's VAL Position: Q2 2026 in Review

Wilkerson Advisory Group held its Valaris (VAL) position steady in Q2 2026 at 61 shares worth $4.43K. The position accounts for ﹤0.01% of the portfolio, ranked #501.

Wilkerson Advisory Group first reported a position in VAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.98K in Q1 2026. 334 funds tracked by Wall St. Rank hold VAL as of Q2 2026.

  • Wilkerson Advisory Group held 61 shares of Valaris worth $4.43K as of Q2 2026.
  • Wilkerson Advisory Group left its Valaris share count unchanged in Q2 2026.
  • Valaris made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #501 holding.
  • Wilkerson Advisory Group first reported a position in Valaris in Q4 2025 and has held it in 3 quarters since.
  • Wilkerson Advisory Group's Valaris position peaked at $5.98K in Q1 2026.
  • 334 funds tracked by Wall St. Rank held Valaris as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.