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Intentional Wealth Strategies’s Vale VALE Stock Holding History

Intentional Wealth Strategies’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
-6,878
Closed -$109K – 858
2026
Q1 		$109K Buy
+6,878
New +$107K 0.1% 99

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
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Intentional Wealth Strategies's VALE Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Vale (VALE) in Q2 2026, closing a stake of 6,878 shares — an estimated $109K sold.

Intentional Wealth Strategies first reported a position in VALE in Q1 2026 and held it in 1 quarter. The position peaked at $109K in Q1 2026. 501 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 6,878 Vale shares in Q2 2026, an estimated $109K.
  • Intentional Wealth Strategies first reported a position in Vale in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Vale position peaked at $109K in Q1 2026.
  • 501 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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