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Intergy Private Wealth’s Vale VALE Stock Holding History

Intergy Private Wealth’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 		$227K Buy
15,126
+367
+2% +$5.98K 0.05% 126
2026
Q1 		$235K Buy
14,759
+908
+7% +$14.2K 0.07% 108
2025
Q4 		$180K Buy
13,851
+2,321
+20% +$28.2K 0.05% 113
2025
Q3 		$125K Buy
+11,530
New +$118K 0.04% 108

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
PL
Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
ARG
Advisory Resource Group Tulsa, Oklahoma $665M AUM 29.27% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Intergy Private Wealth's VALE Position: Q2 2026 in Review

Intergy Private Wealth increased its Vale (VALE) stake by 2.5% in Q2 2026, buying an estimated $5.98K and bringing the position to 15,126 shares worth $227K. The position accounts for 0.05% of the portfolio, ranked #126.

Intergy Private Wealth first reported a position in VALE in Q3 2025 and has held it in 4 quarters since. The position peaked at $235K in Q1 2026. 86 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Intergy Private Wealth held 15,126 shares of Vale worth $227K as of Q2 2026.
  • Intergy Private Wealth bought 367 Vale shares in Q2 2026, an estimated $5.98K.
  • Vale made up 0.05% of Intergy Private Wealth's portfolio in Q2 2026, its #126 holding.
  • Intergy Private Wealth first reported a position in Vale in Q3 2025 and has held it in 4 quarters since.
  • Intergy Private Wealth's Vale position peaked at $235K in Q1 2026.
  • 86 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Intergy Private Wealth's 13F filing for Q2 2026, filed 17 Jul 2026.