IWC
VALE icon

Integrated Wealth Concepts’s Vale VALE Stock Holding History

Integrated Wealth Concepts’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
Q1 		$1.22M Buy
76,984
+19,363
+34% +$302K 0.01% 1008
2025
Q4 		$751K Sell
57,621
-6,199
-10% -$75.3K 0.01% 905
2025
Q3 		$693K Buy
63,820
+3,656
+6% +$37.3K 0.01% 1173
2025
Q2 		$584K Buy
60,164
+15,912
+36% +$150K 0.01% 1178
2025
Q1 		$442K Buy
44,252
+524
+1% +$4.95K 0.01% 1198
2024
Q4 		$388K Sell
43,728
-29,309
-40% -$298K ﹤0.01% 1240
2024
Q3 		$853K Buy
73,037
+4,007
+6% +$43K 0.01% 869
2024
Q2 		$771K Buy
69,030
+15,064
+28% +$181K 0.01% 874
2024
Q1 		$658K Buy
53,966
+5,938
+12% +$80.2K 0.01% 929
2023
Q4 		$762K Buy
48,028
+4,243
+10% +$60.8K 0.01% 826
2023
Q3 		$587K Sell
43,785
-6,595
-13% -$89.8K 0.01% 909
2023
Q2 		$676K Buy
50,380
+10,814
+27% +$153K 0.01% 845
2023
Q1 		$624K Buy
+39,566
New +$670K 0.01% 780
2022
Q1 		– Sell
-19,362
Closed -$271K – 1055
2021
Q4 		$271K Buy
19,362
+3,919
+25% +$52.1K 0.01% 823
2021
Q3 		$215K Buy
+15,443
New +$303K 0.01% 868

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return