Creative Financial Designs’s Vale VALE Stock Holding History

Creative Financial Designs’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	$18.4K	Hold	1,225	–	–	﹤0.01%	1329
2026 Q1	$19.5K	Hold	1,225	–	–	﹤0.01%	1209
2025 Q4	$16K	Hold	1,225	–	–	﹤0.01%	1215
2025 Q3	$13.3K	Hold	1,225	–	–	﹤0.01%	1284
2025 Q2	$11.9K	Hold	1,225	–	–	﹤0.01%	1291
2025 Q1	$12.2K	Hold	1,225	–	–	﹤0.01%	1237
2024 Q4	$10.9K	Hold	1,225	–	–	﹤0.01%	1218
2024 Q3	$14.3K	Hold	1,225	–	–	﹤0.01%	1101
2024 Q2	$13.7K	Buy	+1,225	New	+$14.7K	﹤0.01%	1072
2023 Q2	–	Sell	-4,012	Closed	-$63.3K	–	1514
2023 Q1	$63.3K	Buy	4,012 +12	+0.3%	+$203	0.01%	547
2022 Q4	$67.9K	Buy	4,000 +3,362	+527%	+$50.5K	0.01%	518
2022 Q3	$9K	Sell	638 -2,544	-80%	-$33.5K	﹤0.01%	921
2022 Q2	$47K	Hold	3,182	–	–	0.01%	563
2022 Q1	$64K	Buy	3,182 +2,196	+223%	+$38K	0.01%	512
2021 Q4	$14K	Buy	986 +398	+68%	+$5.29K	﹤0.01%	842
2021 Q3	$8K	Buy	+588	New	+$11.5K	﹤0.01%	1072
2021 Q2	–	Sell	-140	Closed	-$2K	–	1440
2021 Q1	$2K	Buy	+140	New	+$2.44K	﹤0.01%	1238
2017 Q1	–	Sell	-7	Closed	–	–	856
2016 Q4	$0	Buy	+7	New	+$51	﹤0.01%	761

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

Creative Financial Designs's VALE Position: Q2 2026 in Review

Creative Financial Designs held its Vale (VALE) position steady in Q2 2026 at 1,225 shares worth $18.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1329.

Creative Financial Designs first reported a position in VALE in Q4 2016 and has held it in 18 quarters since. The position peaked at $67.9K in Q4 2022. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Creative Financial Designs held 1,225 shares of Vale worth $18.4K as of Q2 2026.
Creative Financial Designs left its Vale share count unchanged in Q2 2026.
Vale made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1329 holding.
Creative Financial Designs first reported a position in Vale in Q4 2016 and has held it in 18 quarters since.
Creative Financial Designs's Vale position peaked at $67.9K in Q4 2022.
539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.