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Flagship Wealth Advisors’s Vale VALE Stock Holding History

Flagship 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 		$37K Buy
2,458
+2,412
+5,243% +$39.3K 0.01% 305
2026
Q1 		$445 Sell
46
-1
-2% -$16 ﹤0.01% 345
2025
Q4 		$613 Hold
47
– – ﹤0.01% 386
2025
Q3 		$511 Buy
47
+1
+2% +$10 ﹤0.01% 424
2025
Q2 		$445 Hold
46
– – ﹤0.01% 360
2025
Q1 		$457 Buy
46
+2
+5% +$19 ﹤0.01% 370
2024
Q4 		$389 Buy
+44
New +$448 ﹤0.01% 366

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

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

Flagship Wealth Advisors increased its Vale (VALE) stake by 5,243% in Q2 2026, buying an estimated $39.3K and bringing the position to 2,458 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #305.

Flagship Wealth Advisors first reported a position in VALE in Q4 2024 and has held it in 7 quarters since. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Flagship Wealth Advisors held 2,458 shares of Vale worth $37K as of Q2 2026.
  • Flagship Wealth Advisors bought 2,412 Vale shares in Q2 2026, an estimated $39.3K.
  • Vale made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #305 holding.
  • Flagship Wealth Advisors first reported a position in Vale in Q4 2024 and has held it in 7 quarters since.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.