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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
Q2 		$1.25M Buy
83,074
+6,090
+8% +$99.2K 0.01% 1069
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 $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

Integrated Wealth Concepts's VALE Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Vale (VALE) stake by 7.9% in Q2 2026, buying an estimated $99.2K and bringing the position to 83,074 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #1069.

Integrated Wealth Concepts first reported a position in VALE in Q3 2021 and has held it in 16 quarters since. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Integrated Wealth Concepts held 83,074 shares of Vale worth $1.25M as of Q2 2026.
  • Integrated Wealth Concepts bought 6,090 Vale shares in Q2 2026, an estimated $99.2K.
  • Vale made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1069 holding.
  • Integrated Wealth Concepts first reported a position in Vale in Q3 2021 and has held it in 16 quarters since.
  • 542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.