IFWM
VALE icon

Institute for Wealth Management’s Vale VALE Stock Holding History

Institute for 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 		$44.8K Buy
+2,980
New +$48.5K ﹤0.01% 900
2019
Q1 		– Sell
-15,468
Closed -$203K – 467
2018
Q4 		$203K Buy
+15,468
New +$221K 0.08% 242

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

Institute for Wealth Management's VALE Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Vale (VALE) in Q2 2026: 2,980 shares worth $44.8K. The stake represents ﹤0.01% of the portfolio and ranks #900 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in VALE as recently as Q4 2018.

Institute for Wealth Management first reported a position in VALE in Q4 2018 and has held it in 2 quarters since. The position peaked at $203K in Q4 2018. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Institute for Wealth Management held 2,980 shares of Vale worth $44.8K as of Q2 2026.
  • Vale was a new Institute for Wealth Management position in Q2 2026.
  • Vale made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #900 holding.
  • Institute for Wealth Management first reported a position in Vale in Q4 2018 and has held it in 2 quarters since.
  • Institute for Wealth Management's Vale position peaked at $203K in Q4 2018.
  • 545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.