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Cassaday & Co Wealth Management’s Vale VALE Stock Holding History

Cassaday & Co 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 		$4.47K Hold
297
– – ﹤0.01% 957
2026
Q1 		$4.73K Buy
+297
New +$4.64K ﹤0.01% 977

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

Cassaday & Co Wealth Management's VALE Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Vale (VALE) position steady in Q2 2026 at 297 shares worth $4.47K. The position accounts for ﹤0.01% of the portfolio, ranked #957.

Cassaday & Co Wealth Management first reported a position in VALE in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.73K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Cassaday & Co Wealth Management held 297 shares of Vale worth $4.47K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Vale share count unchanged in Q2 2026.
  • Vale made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #957 holding.
  • Cassaday & Co Wealth Management first reported a position in Vale in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Vale position peaked at $4.73K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.