PWMAI
VALE icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Vale VALE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q1 		– Sell
-2,930
Closed -$38.2K – 568
2025
Q4 		$38.2K Hold
2,930
– – 0.01% 330
2025
Q3 		$31.8K Buy
+2,930
New +$29.9K 0.01% 332
2025
Q2 		– Sell
-2,930
Closed -$29.2K – 534
2025
Q1 		$29.2K Hold
2,930
– – 0.01% 312
2024
Q4 		$26K Hold
2,930
– – 0.01% 317
2024
Q3 		$34.2K Sell
2,930
-17,480
-86% -$187K 0.02% 252
2024
Q2 		$228K Buy
+20,410
New +$245K 0.13% 84

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s VALE Position: Q1 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Vale (VALE) in Q1 2026, closing a stake of 2,930 shares — an estimated $38.2K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in VALE in Q2 2024 and held it in 6 quarters. The position peaked at $228K in Q2 2024. 554 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 2,930 Vale shares in Q1 2026, an estimated $38.2K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Vale in Q2 2024 and held it in 6 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Vale position peaked at $228K in Q2 2024.
  • 554 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2026, filed 7 Aug 2026.