Cornerstone Wealth Management’s Vale VALE Stock Holding History

Cornerstone 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	$223K	Sell	14,820 -1,000	-6%	-$16.3K	0.01%	693
2026 Q1	$252K	Sell	15,820 -1,029	-6%	-$16.1K	0.01%	616
2025 Q4	$220K	Hold	16,849	–	–	0.01%	633
2025 Q3	$183K	Sell	16,849 -1,405	-8%	-$14.3K	0.01%	656
2025 Q2	$177K	Buy	18,254 +2,300	+14%	+$21.7K	0.01%	622
2025 Q1	$159K	Buy	15,954 +2,707	+20%	+$25.6K	0.01%	585
2024 Q4	$118K	Buy	+13,247	New	+$135K	0.01%	573
2018 Q4	–	Sell	-2,923	Closed	-$298K	–	1114
2018 Q3	$298K	Sell	2,923 -799	-21%	-$10.8K	﹤0.01%	1077
2018 Q2	$298K	Buy	+3,722	New	+$50.8K	﹤0.01%	1202

Other funds holding VALE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Cornerstone Wealth Management's VALE Position: Q2 2026 in Review

Cornerstone Wealth Management reduced its Vale (VALE) stake by 6.3% in Q2 2026, selling an estimated $16.3K and leaving 14,820 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #693.

Cornerstone Wealth Management first reported a position in VALE in Q2 2018 and has held it in 9 quarters since. The position peaked at $298K in Q3 2018. 129 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Cornerstone Wealth Management held 14,820 shares of Vale worth $223K as of Q2 2026.
Cornerstone Wealth Management sold 1,000 Vale shares in Q2 2026, an estimated $16.3K.
Vale made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #693 holding.
Cornerstone Wealth Management first reported a position in Vale in Q2 2018 and has held it in 9 quarters since.
Cornerstone Wealth Management's Vale position peaked at $298K in Q3 2018.
129 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.