Cornerstone Planning Group
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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
Q3 		– Sell
-563
Closed -$8.36K – 1631
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 +$9.7K ﹤0.01% 587

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
Greater Midwest Financial Group
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return

Cornerstone Planning Group's VALE Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Vale (VALE) in Q3 2026, closing a stake of 563 shares — an estimated $8.36K sold.

Cornerstone Planning Group first reported a position in VALE in Q4 2022 and held it in 12 quarters. The position peaked at $51.8K in Q4 2025. 92 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Vale position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 563 Vale shares in Q3 2026, an estimated $8.36K.
  • Cornerstone Planning Group first reported a position in Vale in Q4 2022 and held it in 12 quarters.
  • Cornerstone Planning Group's Vale position peaked at $51.8K in Q4 2025.
  • 92 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.