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Heritage Wealth Management (Ohio)’s Vale VALE Stock Holding History

Heritage Wealth Management (Ohio)’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 		$165K Hold
11,000
– – 0.04% 268
2026
Q1 		$175K Hold
11,000
– – 0.09% 153
2025
Q4 		$143K Hold
11,000
– – 0.04% 256
2025
Q3 		$119K Buy
+11,000
New +$112K 0.04% 248
2024
Q4 		– Sell
-14,935
Closed -$174K – 238
2024
Q3 		$174K Buy
+14,935
New +$160K 0.06% 225

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

Heritage Wealth Management (Ohio)'s VALE Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its Vale (VALE) position steady in Q2 2026 at 11,000 shares worth $165K. The position accounts for 0.04% of the portfolio, ranked #268.

Heritage Wealth Management (Ohio) first reported a position in VALE in Q3 2024 and has held it in 5 quarters since. The position peaked at $175K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 11,000 shares of Vale worth $165K as of Q2 2026.
  • Heritage Wealth Management (Ohio) left its Vale share count unchanged in Q2 2026.
  • Vale made up 0.04% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #268 holding.
  • Heritage Wealth Management (Ohio) first reported a position in Vale in Q3 2024 and has held it in 5 quarters since.
  • Heritage Wealth Management (Ohio)'s Vale position peaked at $175K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.