Intergy Private Wealth
VALE icon

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
Q3 		$180K Sell
13,395
-1,731
-11% -$25.2K 0.04% 137
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 $83.2B AUM 35.34% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

Intergy Private Wealth's VALE Position: Q3 2026 in Review

Intergy Private Wealth reduced its Vale (VALE) stake by 11% in Q3 2026, selling an estimated $25.2K and leaving 13,395 shares worth $180K. The position accounts for 0.04% of the portfolio, ranked #137.

Intergy Private Wealth first reported a position in VALE in Q3 2025 and has held it in 5 quarters since. The position peaked at $235K in Q1 2026. 99 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Intergy Private Wealth held 13,395 shares of Vale worth $180K as of Q3 2026.
  • Intergy Private Wealth sold 1,731 Vale shares in Q3 2026, an estimated $25.2K.
  • Vale made up 0.04% of Intergy Private Wealth's portfolio in Q3 2026, its #137 holding.
  • Intergy Private Wealth first reported a position in Vale in Q3 2025 and has held it in 5 quarters since.
  • Intergy Private Wealth's Vale position peaked at $235K in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Intergy Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.