Cornerstone Planning Group’s Vale VALE Stock Holding History

Cornerstone Planning Group’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	$8.36K	Sell	563 -1,018	-64%	-$16.6K	﹤0.01%	945
2026 Q1	$25.2K	Sell	1,581 -1,511	-49%	-$23.6K	﹤0.01%	603
2025 Q4	$51.8K	Buy	3,092 +3,072	+15,360%	+$37.3K	0.01%	338
2025 Q3	$281	Sell	20 -3,072	-99%	-$31.4K	﹤0.01%	1589
2025 Q2	$30.5K	Hold	3,092	–	–	0.01%	325
2025 Q1	$29.5K	Sell	3,092 -100	-3%	-$945	0.01%	329
2024 Q4	$29.2K	Buy	3,192 +3,092	+3,092%	+$31.5K	0.01%	253
2024 Q3	$1.09K	Hold	100	–	–	﹤0.01%	919
2024 Q2	$995	Hold	100	–	–	﹤0.01%	939
2024 Q1	$1.26K	Hold	100	–	–	﹤0.01%	735
2023 Q4	$1.59K	Buy	+100	New	+$1.43K	﹤0.01%	665
2022 Q4	$11.6K	Buy	+644	New	+$9.68K	﹤0.01%	587

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

Cornerstone Planning Group's VALE Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Vale (VALE) stake by 64% in Q2 2026, selling an estimated $16.6K and leaving 563 shares worth $8.36K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

Cornerstone Planning Group first reported a position in VALE in Q4 2022 and has held it in 12 quarters since. The position peaked at $51.8K in Q4 2025. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Cornerstone Planning Group held 563 shares of Vale worth $8.36K as of Q2 2026.
Cornerstone Planning Group sold 1,018 Vale shares in Q2 2026, an estimated $16.6K.
Vale made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #945 holding.
Cornerstone Planning Group first reported a position in Vale in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's Vale position peaked at $51.8K in Q4 2025.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.