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Innovative Asset Advisors Group’s Vale VALE Stock Holding History

Innovative Asset Advisors 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 		– Sell
-713
Closed -$11.3K – 988
2026
Q1 		$11.3K Buy
+713
New +$11.1K 0.01% 610

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

Innovative Asset Advisors Group's VALE Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Vale (VALE) in Q2 2026, closing a stake of 713 shares — an estimated $11.3K sold.

Innovative Asset Advisors Group first reported a position in VALE in Q1 2026 and held it in 1 quarter. The position peaked at $11.3K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 713 Vale shares in Q2 2026, an estimated $11.3K.
  • Innovative Asset Advisors Group first reported a position in Vale in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Vale position peaked at $11.3K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.