Kingswood Wealth Advisors’s Vale VALE Stock Holding History

Kingswood 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 Q1	–	Sell	-10,593	Closed	-$138K	–	976
2025 Q4	$138K	Buy	+10,593	New	+$129K	0.01%	846

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kingswood Wealth Advisors's VALE Position: Q1 2026 in Review

Kingswood Wealth Advisors sold out of Vale (VALE) in Q1 2026, closing a stake of 10,593 shares — an estimated $138K sold.

Kingswood Wealth Advisors first reported a position in VALE in Q4 2025 and held it in 1 quarter. The position peaked at $138K in Q4 2025. 558 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

Kingswood Wealth Advisors reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
Kingswood Wealth Advisors sold 10,593 Vale shares in Q1 2026, an estimated $138K.
Kingswood Wealth Advisors first reported a position in Vale in Q4 2025 and held it in 1 quarter.
Kingswood Wealth Advisors's Vale position peaked at $138K in Q4 2025.
558 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.