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JFS Wealth Advisors’s Vale VALE Stock Holding History

JFS Wealth 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
Q2 		$27.6K Hold
1,836
– – ﹤0.01% 678
2026
Q1 		$29.2K Hold
1,836
– – ﹤0.01% 638
2025
Q4 		$24.1K Hold
1,836
– – ﹤0.01% 697
2025
Q3 		$19.9K Buy
1,836
+600
+49% +$6.13K ﹤0.01% 698
2025
Q2 		$12K Buy
1,236
+118
+11% +$1.11K ﹤0.01% 804
2025
Q1 		$11.2K Buy
+1,118
New +$10.6K ﹤0.01% 844
2024
Q4 		– Sell
-433
Closed -$5.06K – 1997
2024
Q3 		$5.06K Sell
433
-825
-66% -$8.85K ﹤0.01% 1116
2024
Q2 		$14.1K Hold
1,258
– – ﹤0.01% 690
2024
Q1 		$15.3K Sell
1,258
-138
-10% -$1.86K ﹤0.01% 687
2023
Q4 		$22.1K Hold
1,396
– – ﹤0.01% 565
2023
Q3 		$18.7K Sell
1,396
-124
-8% -$1.69K ﹤0.01% 565
2023
Q2 		$20.4K Sell
1,520
-228
-13% -$3.23K ﹤0.01% 540
2023
Q1 		$27.6K Hold
1,748
– – ﹤0.01% 470
2022
Q4 		$29.7K Sell
1,748
-509
-23% -$7.65K ﹤0.01% 447
2022
Q3 		$30K Sell
2,257
-27
-1% -$355 ﹤0.01% 483
2022
Q2 		$33K Buy
2,284
+225
+11% +$3.84K ﹤0.01% 483
2022
Q1 		$41K Buy
2,059
+1,568
+319% +$27.1K ﹤0.01% 468
2021
Q4 		$7K Buy
+491
New +$6.52K ﹤0.01% 748
2021
Q2 		– Sell
-250
Closed -$4K – 641
2021
Q1 		$4K Buy
+250
New +$4.36K ﹤0.01% 494
2020
Q1 		– Sell
-45
Closed -$1K – 570
2019
Q4 		$1K Buy
+45
New +$541 ﹤0.01% 496

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

JFS Wealth Advisors's VALE Position: Q2 2026 in Review

JFS Wealth Advisors held its Vale (VALE) position steady in Q2 2026 at 1,836 shares worth $27.6K. The position accounts for ﹤0.01% of the portfolio, ranked #678.

JFS Wealth Advisors first reported a position in VALE in Q4 2019 and has held it in 20 quarters since. The position peaked at $41K in Q1 2022. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • JFS Wealth Advisors held 1,836 shares of Vale worth $27.6K as of Q2 2026.
  • JFS Wealth Advisors left its Vale share count unchanged in Q2 2026.
  • Vale made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #678 holding.
  • JFS Wealth Advisors first reported a position in Vale in Q4 2019 and has held it in 20 quarters since.
  • JFS Wealth Advisors's Vale position peaked at $41K in Q1 2022.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.