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180 Wealth Advisors’s Vale VALE Stock Holding History

180 Wealth Advisors’s Portfolio VALE Stock Details VALE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Sell
81,282
-534
-0.7% -$8.7K 0.12% 179
2026
Q1 		$1.3M Sell
81,816
-692
-0.8% -$10.8K 0.15% 150
2025
Q4 		$1.08M Sell
82,508
-3,361
-4% -$40.8K 0.12% 171
2025
Q3 		$933K Buy
85,869
+7,584
+10% +$77.4K 0.11% 168
2025
Q2 		$760K Buy
78,285
+3,996
+5% +$37.6K 0.11% 179
2025
Q1 		$741K Buy
74,289
+13,539
+22% +$128K 0.12% 167
2024
Q4 		$539K Buy
60,750
+8,847
+17% +$90K 0.08% 215
2024
Q3 		$606K Buy
51,903
+11,893
+30% +$128K 0.1% 197
2024
Q2 		$456K Buy
40,010
+4,321
+12% +$52K 0.07% 235
2024
Q1 		$435K Buy
35,689
+754
+2% +$10.2K 0.08% 227
2023
Q4 		$549K Sell
34,935
-5,170
-13% -$74.1K 0.11% 186
2023
Q3 		$537K Sell
40,105
-139
-0.3% -$1.89K 0.12% 177
2023
Q2 		$554K Sell
40,244
-5,208
-11% -$73.7K 0.12% 180
2023
Q1 		$717K Buy
45,452
+22
+0% +$373 0.17% 142
2022
Q4 		$877K Sell
45,430
-390
-0.9% -$5.86K 0.21% 110
2022
Q3 		$610K Buy
45,820
+4,464
+11% +$58.7K 0.17% 119
2022
Q2 		$585K Buy
41,356
+1,020
+3% +$17.4K 0.15% 133
2022
Q1 		$756K Buy
40,336
+3,858
+11% +$66.8K 0.17% 127
2021
Q4 		$569K Buy
36,478
+26,220
+256% +$348K 0.13% 158
2021
Q3 		$152K Buy
+10,258
New +$201K 0.03% 369
2019
Q1 		– Sell
-22,569
Closed -$335K – 281
2018
Q4 		$335K Hold
22,569
– – 0.16% 170
2018
Q3 		$335K Sell
22,569
-3,003
-12% -$40.5K 0.15% 170
2018
Q2 		$328K Buy
25,572
+4,720
+23% +$64.5K 0.16% 167
2018
Q1 		$259K Sell
20,852
-2,125
-9% -$28K 0.13% 187
2017
Q4 		$277K Buy
+22,977
New +$244K 0.14% 180

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

180 Wealth Advisors's VALE Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vale (VALE) stake by 0.65% in Q2 2026, selling an estimated $8.7K and leaving 81,282 shares worth $1.22M. The position accounts for 0.12% of the portfolio, ranked #179.

180 Wealth Advisors first reported a position in VALE in Q4 2017 and has held it in 25 quarters since. The position peaked at $1.3M in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • 180 Wealth Advisors held 81,282 shares of Vale worth $1.22M as of Q2 2026.
  • 180 Wealth Advisors sold 534 Vale shares in Q2 2026, an estimated $8.7K.
  • Vale made up 0.12% of 180 Wealth Advisors's portfolio in Q2 2026, its #179 holding.
  • 180 Wealth Advisors first reported a position in Vale in Q4 2017 and has held it in 25 quarters since.
  • 180 Wealth Advisors's Vale position peaked at $1.3M in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.