HCR Wealth Advisors’s Vale VALE Stock Holding History

HCR 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	–	Sell	-13,184	Closed	-$210K	–	267
2026 Q1	$210K	Buy	+13,184	New	+$206K	0.02%	231

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

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

HCR Wealth Advisors sold out of Vale (VALE) in Q2 2026, closing a stake of 13,184 shares — an estimated $210K sold.

HCR Wealth Advisors first reported a position in VALE in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

HCR Wealth Advisors reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
HCR Wealth Advisors sold 13,184 Vale shares in Q2 2026, an estimated $210K.
HCR Wealth Advisors first reported a position in Vale in Q1 2026 and held it in 1 quarter.
HCR Wealth Advisors's Vale position peaked at $210K in Q1 2026.
539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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