Abound Wealth Management’s Vale VALE Stock Holding History

Abound Wealth Management’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	$452	Hold	30	–	–	﹤0.01%	962
2026 Q1	$478	Hold	30	–	–	﹤0.01%	1063
2025 Q4	$391	Hold	30	–	–	﹤0.01%	982
2025 Q3	$326	Hold	30	–	–	﹤0.01%	991
2025 Q2	$292	Hold	30	–	–	﹤0.01%	929
2025 Q1	$300	Sell	30 -23	-43%	-$217	﹤0.01%	871
2024 Q4	$471	Hold	53	–	–	﹤0.01%	807
2024 Q3	$620	Hold	53	–	–	﹤0.01%	831
2024 Q2	$593	Sell	53 -16	-23%	-$192	﹤0.01%	782
2024 Q1	$842	Hold	69	–	–	﹤0.01%	795
2023 Q4	$1.09K	Sell	69 -20	-22%	-$287	﹤0.01%	756
2023 Q3	$1.19K	Hold	89	–	–	﹤0.01%	695
2023 Q2	$1.2K	Buy	+89	New	+$1.26K	﹤0.01%	710

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Abound Wealth Management's VALE Position: Q2 2026 in Review

Abound Wealth Management held its Vale (VALE) position steady in Q2 2026 at 30 shares worth $452. The position accounts for ﹤0.01% of the portfolio, ranked #962.

Abound Wealth Management first reported a position in VALE in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.2K in Q2 2023. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Abound Wealth Management held 30 shares of Vale worth $452 as of Q2 2026.
Abound Wealth Management left its Vale share count unchanged in Q2 2026.
Vale made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #962 holding.
Abound Wealth Management first reported a position in Vale in Q2 2023 and has held it in 13 quarters since.
Abound Wealth Management's Vale position peaked at $1.2K in Q2 2023.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.