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Kassira Wealth Management’s Vale VALE Stock Holding History

Kassira Wealth Management’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
-40,458
Closed -$527K – 67
2025
Q4 		$527K Sell
40,458
-1,531
-4% -$18.6K 0.5% 38
2025
Q3 		$456K Buy
+41,989
New +$429K 0.44% 42

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

Kassira Wealth Management's VALE Position: Q1 2026 in Review

Kassira Wealth Management sold out of Vale (VALE) in Q1 2026, closing a stake of 40,458 shares — an estimated $527K sold.

Kassira Wealth Management first reported a position in VALE in Q3 2025 and held it in 2 quarters. The position peaked at $527K in Q4 2025. 555 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Kassira Wealth Management reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • Kassira Wealth Management sold 40,458 Vale shares in Q1 2026, an estimated $527K.
  • Kassira Wealth Management first reported a position in Vale in Q3 2025 and held it in 2 quarters.
  • Kassira Wealth Management's Vale position peaked at $527K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Kassira Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.