Creative Planning’s Vale VALE Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-7,000	Closed	-$24K	–	2586
2021 Q1	$24K	Hold	7,000	–	–	﹤0.01%	2423
2020 Q4	$23K	Hold	7,000	–	–	﹤0.01%	2175
2020 Q3	$3K	Buy	+7,000	New	+$78.6K	﹤0.01%	2081
2016 Q4	–	Sell	-5,000	Closed	-$4K	–	4852
2016 Q3	$4K	Buy	+5,000	New	+$27.4K	﹤0.01%	4002

Other funds holding VALE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning's VALE Position: Q1 2026 in Review

Creative Planning increased its Vale (VALE) stake by 17% in Q1 2026, buying an estimated $720K and bringing the position to 321,097 shares worth $5.11M. The position accounts for ﹤0.01% of the portfolio, ranked #1182.

Creative Planning first reported a position in VALE in Q2 2013 and has held it in 49 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

Creative Planning held 321,097 shares of Vale worth $5.11M as of Q1 2026.
Creative Planning bought 46,103 Vale shares in Q1 2026, an estimated $720K.
Vale made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1182 holding.
Creative Planning first reported a position in Vale in Q2 2013 and has held it in 49 quarters since.
553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.