Asset Planning Inc’s Vale VALE Stock Holding History

Asset Planning Inc’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	$1.47K	Buy	+98	New	+$1.6K	﹤0.01%	315

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

Asset Planning Inc's VALE Position: Q2 2026 in Review

Asset Planning Inc opened a new position in Vale (VALE) in Q2 2026: 98 shares worth $1.47K. The stake represents ﹤0.01% of the portfolio and ranks #315 among its holdings.

539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Asset Planning Inc held 98 shares of Vale worth $1.47K as of Q2 2026.
Vale was a new Asset Planning Inc position in Q2 2026.
Vale made up ﹤0.01% of Asset Planning Inc's portfolio in Q2 2026, its #315 holding.
539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.