JWCA
VALE icon

J.W. Cole Advisors’s Vale VALE Stock Holding History

J.W. Cole Advisors’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 		– Sell
-10,969
Closed -$106K – 1441
2025
Q4 		$106K Buy
10,969
+122
+1% +$1.48K ﹤0.01% 1375
2025
Q3 		$118K Buy
+10,847
New +$111K ﹤0.01% 1486
2025
Q1 		– Sell
-10,961
Closed -$97.2K – 1352
2024
Q4 		$97.2K Buy
+10,961
New +$112K ﹤0.01% 930

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.W. Cole Advisors's VALE Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Vale (VALE) in Q1 2026, closing a stake of 10,969 shares — an estimated $106K sold.

J.W. Cole Advisors first reported a position in VALE in Q4 2024 and held it in 3 quarters. The position peaked at $118K in Q3 2025. 555 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • J.W. Cole Advisors reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • J.W. Cole Advisors sold 10,969 Vale shares in Q1 2026, an estimated $106K.
  • J.W. Cole Advisors first reported a position in Vale in Q4 2024 and held it in 3 quarters.
  • J.W. Cole Advisors's Vale position peaked at $118K in Q3 2025.
  • 555 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.