Highline Wealth Partners
VALE icon

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
Q3 		$20.5K Sell
1,530
-141
-8% -$2.05K ﹤0.01% 436
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 		$7.86K 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% -$4.34K ﹤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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Highline Wealth Partners's VALE Position: Q3 2026 in Review

Highline Wealth Partners reduced its Vale (VALE) stake by 8.4% in Q3 2026, selling an estimated $2.05K and leaving 1,530 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Highline Wealth Partners first reported a position in VALE in Q2 2024 and has held it in 10 quarters since. The position peaked at $28.4K in Q1 2026. 305 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Highline Wealth Partners held 1,530 shares of Vale worth $20.5K as of Q3 2026.
  • Highline Wealth Partners sold 141 Vale shares in Q3 2026, an estimated $2.05K.
  • Vale made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #436 holding.
  • Highline Wealth Partners first reported a position in Vale in Q2 2024 and has held it in 10 quarters since.
  • Highline Wealth Partners's Vale position peaked at $28.4K in Q1 2026.
  • 305 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.