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Independent Solutions Wealth Management’s Vale VALE Stock Holding History

Independent Solutions Wealth Management’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 		$444K Sell
29,511
-149,623
-84% -$2.44M 0.06% 151
2026
Q1 		$2.85M Buy
+179,134
New +$2.8M 0.42% 69
2021
Q3 		– Sell
-9,576
Closed -$218K – 215
2021
Q2 		$218K Buy
+9,576
New +$200K 0.05% 198

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

Independent Solutions Wealth Management's VALE Position: Q2 2026 in Review

Independent Solutions Wealth Management reduced its Vale (VALE) stake by 84% in Q2 2026, selling an estimated $2.44M and leaving 29,511 shares worth $444K. The position accounts for 0.06% of the portfolio, ranked #151.

Independent Solutions Wealth Management first reported a position in VALE in Q2 2021 and has held it in 3 quarters since. The position peaked at $2.85M in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Independent Solutions Wealth Management held 29,511 shares of Vale worth $444K as of Q2 2026.
  • Independent Solutions Wealth Management sold 149,623 Vale shares in Q2 2026, an estimated $2.44M.
  • Vale made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #151 holding.
  • Independent Solutions Wealth Management first reported a position in Vale in Q2 2021 and has held it in 3 quarters since.
  • Independent Solutions Wealth Management's Vale position peaked at $2.85M in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.