HHM Wealth Advisors’s Vale VALE Stock Holding History

HHM 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	$15.5K	Buy	1,031 +331	+47%	+$5.39K	﹤0.01%	566
2026 Q1	$11.1K	Hold	700	–	–	﹤0.01%	626
2025 Q4	$9.12K	Buy	+700	New	+$8.5K	﹤0.01%	630
2025 Q3	–	Sell	-700	Closed	-$6.8K	–	938
2025 Q2	$6.8K	Hold	700	–	–	﹤0.01%	659
2025 Q1	$6.99K	Hold	700	–	–	﹤0.01%	636
2024 Q4	$6.21K	Hold	700	–	–	﹤0.01%	655
2024 Q3	$8.18K	Hold	700	–	–	﹤0.01%	593
2024 Q2	$7.82K	Sell	700 -663	-49%	-$7.97K	﹤0.01%	588
2024 Q1	$16.6K	Sell	1,363 -135	-9%	-$1.82K	﹤0.01%	442
2023 Q4	$23.8K	Hold	1,498	–	–	﹤0.01%	391
2023 Q3	$20.1K	Hold	1,498	–	–	﹤0.01%	400
2023 Q2	$20.1K	Hold	1,498	–	–	﹤0.01%	420
2023 Q1	$23.6K	Buy	+1,498	New	+$25.4K	﹤0.01%	395
2022 Q4	–	Sell	-1,473	Closed	-$20K	–	747
2022 Q3	$20K	Buy	1,473 +122	+9%	+$1.6K	0.01%	347
2022 Q2	$20K	Buy	1,351 +521	+63%	+$8.9K	0.01%	427
2022 Q1	$17K	Hold	830	–	–	﹤0.01%	463
2021 Q4	$12K	Hold	830	–	–	﹤0.01%	500
2021 Q3	$12K	Buy	830 +130	+19%	+$2.55K	﹤0.01%	483
2021 Q2	$16K	Hold	700	–	–	﹤0.01%	430
2021 Q1	$12K	Hold	700	–	–	﹤0.01%	437
2020 Q4	$12K	Hold	700	–	–	﹤0.01%	409
2020 Q3	$7K	Hold	700	–	–	﹤0.01%	416
2020 Q2	$7K	Hold	700	–	–	﹤0.01%	389
2020 Q1	$6K	Buy	+700	New	+$7.62K	﹤0.01%	383

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

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

HHM Wealth Advisors increased its Vale (VALE) stake by 47% in Q2 2026, buying an estimated $5.39K and bringing the position to 1,031 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

HHM Wealth Advisors first reported a position in VALE in Q1 2020 and has held it in 24 quarters since. The position peaked at $23.8K in Q4 2023. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

HHM Wealth Advisors held 1,031 shares of Vale worth $15.5K as of Q2 2026.
HHM Wealth Advisors bought 331 Vale shares in Q2 2026, an estimated $5.39K.
Vale made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #566 holding.
HHM Wealth Advisors first reported a position in Vale in Q1 2020 and has held it in 24 quarters since.
HHM Wealth Advisors's Vale position peaked at $23.8K in Q4 2023.
545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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