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Journey Advisory Group’s Vale VALE Stock Holding History

Journey Advisory Group’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
-407,902
Closed -$5.31M – 269
2025
Q4 		$5.31M Buy
407,902
+1,238
+0.3% +$15K 0.45% 67
2025
Q3 		$4.42M Sell
406,664
-151,621
-27% -$1.55M 0.33% 80
2025
Q2 		$5.42M Sell
558,285
-77,470
-12% -$730K 0.42% 61
2025
Q1 		$6.34M Buy
+635,755
New +$6.01M 0.52% 52

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

Journey Advisory Group's VALE Position: Q1 2026 in Review

Journey Advisory Group sold out of Vale (VALE) in Q1 2026, closing a stake of 407,902 shares — an estimated $5.31M sold.

Journey Advisory Group first reported a position in VALE in Q1 2025 and held it in 4 quarters. The position peaked at $6.34M in Q1 2025. 557 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Journey Advisory Group reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • Journey Advisory Group sold 407,902 Vale shares in Q1 2026, an estimated $5.31M.
  • Journey Advisory Group first reported a position in Vale in Q1 2025 and held it in 4 quarters.
  • Journey Advisory Group's Vale position peaked at $6.34M in Q1 2025.
  • 557 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.