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Kerr Financial Planning’s Vale VALE Stock Holding History

Kerr Financial Planning’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 		$22.6K Hold
1,500
– – 0.03% 268
2026
Q1 		$25.4K Hold
1,500
– – 0.02% 246
2025
Q4 		$24.8K Hold
1,500
– – 0.03% 252
2025
Q3 		$18.5K Buy
+1,500
New +$15.3K 0.03% 276

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

Kerr Financial Planning's VALE Position: Q2 2026 in Review

Kerr Financial Planning held its Vale (VALE) position steady in Q2 2026 at 1,500 shares worth $22.6K. The position accounts for 0.03% of the portfolio, ranked #268.

Kerr Financial Planning first reported a position in VALE in Q3 2025 and has held it in 4 quarters since. The position peaked at $25.4K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Kerr Financial Planning held 1,500 shares of Vale worth $22.6K as of Q2 2026.
  • Kerr Financial Planning left its Vale share count unchanged in Q2 2026.
  • Vale made up 0.03% of Kerr Financial Planning's portfolio in Q2 2026, its #268 holding.
  • Kerr Financial Planning first reported a position in Vale in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Vale position peaked at $25.4K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.