HWP
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Highline Wealth Partners’s Vale VALE Stock Holding History

Highline Wealth Partners’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 		$25.1K Sell
1,671
-117
-7% -$1.91K 0.01% 355
2026
Q1 		$28.4K Buy
1,788
+89
+5% +$1.39K 0.01% 243
2025
Q4 		$22.1K Buy
1,699
+772
+83% +$9.38K 0.01% 240
2025
Q3 		$10.1K Buy
927
+117
+14% +$1.19K ﹤0.01% 412
2025
Q2 		$7.87K Buy
810
+3
+0.4% +$28 ﹤0.01% 369
2025
Q1 		$8.05K Buy
807
+481
+148% +$4.54K ﹤0.01% 337
2024
Q4 		$2.89K Sell
326
-426
-57% -$4.33K ﹤0.01% 417
2024
Q3 		$8.78K Buy
752
+281
+60% +$3.01K ﹤0.01% 276
2024
Q2 		$5.26K Buy
+471
New +$5.66K ﹤0.01% 284

Other funds holding VALE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Highline Wealth Partners's VALE Position: Q2 2026 in Review

Highline Wealth Partners reduced its Vale (VALE) stake by 6.5% in Q2 2026, selling an estimated $1.91K and leaving 1,671 shares worth $25.1K. The position accounts for 0.01% of the portfolio, ranked #355.

Highline Wealth Partners first reported a position in VALE in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.4K in Q1 2026. 74 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Highline Wealth Partners held 1,671 shares of Vale worth $25.1K as of Q2 2026.
  • Highline Wealth Partners sold 117 Vale shares in Q2 2026, an estimated $1.91K.
  • Vale made up 0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #355 holding.
  • Highline Wealth Partners first reported a position in Vale in Q2 2024 and has held it in 9 quarters since.
  • Highline Wealth Partners's Vale position peaked at $28.4K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.