JSW
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Journey Strategic Wealth’s Vale VALE Stock Holding History

Journey Strategic 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
Q1 		$198K Sell
12,471
-11,345
-48% -$177K ﹤0.01% 782
2025
Q4 		$310K Buy
23,816
+5,011
+27% +$60.9K 0.01% 495
2025
Q3 		$204K Buy
18,805
+2,305
+14% +$23.5K 0.01% 669
2025
Q2 		$160K Buy
16,500
+3,000
+22% +$28.3K 0.01% 634
2025
Q1 		$135K Buy
+13,500
New +$128K ﹤0.01% 483

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 Strategic Wealth's VALE Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Vale (VALE) stake by 48% in Q1 2026, selling an estimated $177K and leaving 12,471 shares worth $198K. The position accounts for ﹤0.01% of the portfolio, ranked #782.

Journey Strategic Wealth first reported a position in VALE in Q1 2025 and has held it in 5 quarters since. The position peaked at $310K in Q4 2025. 555 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Journey Strategic Wealth held 12,471 shares of Vale worth $198K as of Q1 2026.
  • Journey Strategic Wealth sold 11,345 Vale shares in Q1 2026, an estimated $177K.
  • Vale made up ﹤0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #782 holding.
  • Journey Strategic Wealth first reported a position in Vale in Q1 2025 and has held it in 5 quarters since.
  • Journey Strategic Wealth's Vale position peaked at $310K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.