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HighPoint Advisor Group’s Vale VALE Stock Holding History

HighPoint Advisor Group’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 		$267K Sell
17,760
-2,017
-10% -$32.9K 0.01% 606
2026
Q1 		$315K Sell
19,777
-25,194
-56% -$393K 0.01% 521
2025
Q4 		$586K Buy
44,971
+15,857
+54% +$193K 0.01% 627
2025
Q3 		$316K Buy
29,114
+982
+3% +$10K 0.02% 522
2025
Q2 		$273K Hold
28,132
– – 0.01% 552
2025
Q1 		$270K Buy
28,132
+939
+3% +$8.87K 0.02% 518
2024
Q4 		$260K Sell
27,193
-3,222
-11% -$32.8K 0.01% 561
2024
Q3 		$322K Buy
30,415
+801
+3% +$8.59K 0.02% 464
2024
Q2 		$317K Sell
29,614
-892
-3% -$10.7K 0.02% 451
2024
Q1 		$383K Sell
30,506
-5,245
-15% -$70.8K 0.03% 413
2023
Q4 		$435K Buy
+35,751
New +$512K 0.03% 385

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

HighPoint Advisor Group's VALE Position: Q2 2026 in Review

HighPoint Advisor Group reduced its Vale (VALE) stake by 10% in Q2 2026, selling an estimated $32.9K and leaving 17,760 shares worth $267K. The position accounts for 0.01% of the portfolio, ranked #606.

HighPoint Advisor Group first reported a position in VALE in Q4 2023 and has held it in 11 quarters since. The position peaked at $586K in Q4 2025. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • HighPoint Advisor Group held 17,760 shares of Vale worth $267K as of Q2 2026.
  • HighPoint Advisor Group sold 2,017 Vale shares in Q2 2026, an estimated $32.9K.
  • Vale made up 0.01% of HighPoint Advisor Group's portfolio in Q2 2026, its #606 holding.
  • HighPoint Advisor Group first reported a position in Vale in Q4 2023 and has held it in 11 quarters since.
  • HighPoint Advisor Group's Vale position peaked at $586K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on HighPoint Advisor Group's 13F filing for Q2 2026, filed 5 Aug 2026.