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Birchwood Financial Partners’s Vale VALE Stock Holding History

Birchwood Financial Partners’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 		$24.4K Hold
1,620
– – 0.02% 226
2026
Q1 		$25.8K Hold
1,620
– – 0.02% 218
2025
Q4 		$21.1K Buy
+1,620
New +$19.7K 0.02% 230

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

Birchwood Financial Partners's VALE Position: Q2 2026 in Review

Birchwood Financial Partners held its Vale (VALE) position steady in Q2 2026 at 1,620 shares worth $24.4K. The position accounts for 0.02% of the portfolio, ranked #226.

Birchwood Financial Partners first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. The position peaked at $25.8K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Birchwood Financial Partners held 1,620 shares of Vale worth $24.4K as of Q2 2026.
  • Birchwood Financial Partners left its Vale share count unchanged in Q2 2026.
  • Vale made up 0.02% of Birchwood Financial Partners's portfolio in Q2 2026, its #226 holding.
  • Birchwood Financial Partners first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Vale position peaked at $25.8K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.