EWA
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EverSource Wealth Advisors’s Vale VALE Stock Holding History

EverSource Wealth Advisors’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 		$69.4K Sell
4,616
-4,237
-48% -$69K ﹤0.01% 1577
2026
Q1 		$141K Sell
8,853
-314
-3% -$4.9K ﹤0.01% 1242
2025
Q4 		$119K Sell
9,167
-440
-5% -$5.34K ﹤0.01% 1217
2025
Q3 		$104K Sell
9,607
-1,093
-10% -$11.2K ﹤0.01% 1258
2025
Q2 		$104K Buy
10,700
+3,200
+43% +$30.1K ﹤0.01% 1184
2025
Q1 		$74.8K Sell
7,500
-2,238
-23% -$21.1K ﹤0.01% 1031
2024
Q4 		$86.4K Buy
9,738
+4,580
+89% +$46.6K ﹤0.01% 955
2024
Q3 		$60.2K Sell
5,158
-217
-4% -$2.33K ﹤0.01% 988
2024
Q2 		$58.3K Sell
5,375
-533
-9% -$6.41K ﹤0.01% 1019
2024
Q1 		$71.9K Sell
5,908
-1,084
-16% -$14.6K 0.01% 840
2023
Q4 		$111K Sell
6,992
-18
-0.3% -$258 0.01% 599
2023
Q3 		$93.9K Sell
7,010
-644
-8% -$8.77K 0.01% 585
2023
Q2 		$103K Sell
7,654
-1,602
-17% -$22.7K 0.01% 574
2023
Q1 		$146K Sell
9,256
-5,148
-36% -$87.2K 0.02% 443
2022
Q4 		$244K Sell
14,404
-489
-3% -$7.35K 0.04% 322
2022
Q3 		$198K Sell
14,893
-2,803
-16% -$36.9K 0.05% 299
2022
Q2 		$259K Buy
17,696
+6,001
+51% +$103K 0.07% 231
2022
Q1 		$233K Buy
11,695
+9,987
+585% +$173K 0.06% 238
2021
Q4 		$24K Buy
+1,708
New +$22.7K 0.01% 621

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

EverSource Wealth Advisors's VALE Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vale (VALE) stake by 48% in Q2 2026, selling an estimated $69K and leaving 4,616 shares worth $69.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1577.

EverSource Wealth Advisors first reported a position in VALE in Q4 2021 and has held it in 19 quarters since. The position peaked at $259K in Q2 2022. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • EverSource Wealth Advisors held 4,616 shares of Vale worth $69.4K as of Q2 2026.
  • EverSource Wealth Advisors sold 4,237 Vale shares in Q2 2026, an estimated $69K.
  • Vale made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1577 holding.
  • EverSource Wealth Advisors first reported a position in Vale in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vale position peaked at $259K in Q2 2022.
  • 545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.