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 $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 Planning's VALE Position: Q2 2026 in Review

Creative Planning increased its Vale (VALE) stake by 11% in Q2 2026, buying an estimated $568K and bringing the position to 355,934 shares worth $5.35M. The position accounts for ﹤0.01% of the portfolio, ranked #1356.

Creative Planning first reported a position in VALE in Q2 2013 and has held it in 50 quarters since. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Creative Planning held 355,934 shares of Vale worth $5.35M as of Q2 2026.
Creative Planning bought 34,837 Vale shares in Q2 2026, an estimated $568K.
Vale made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1356 holding.
Creative Planning first reported a position in Vale in Q2 2013 and has held it in 50 quarters since.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.