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Lifetime Wealth Management’s Vale VALE Stock Holding History

Lifetime 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
Q2 		$7.66M Sell
509,278
-22,000
-4% -$358K 4.47% 5
2026
Q1 		$8.45M Sell
531,278
-34,500
-6% -$539K 4.81% 6
2025
Q4 		$7.37M Buy
+565,778
New +$6.87M 4.63% 4

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

Lifetime Wealth Management's VALE Position: Q2 2026 in Review

Lifetime Wealth Management reduced its Vale (VALE) stake by 4.1% in Q2 2026, selling an estimated $358K and leaving 509,278 shares worth $7.66M. The position accounts for 4.47% of the portfolio, ranked #5.

Lifetime Wealth Management first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.45M in Q1 2026. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Lifetime Wealth Management held 509,278 shares of Vale worth $7.66M as of Q2 2026.
  • Lifetime Wealth Management sold 22,000 Vale shares in Q2 2026, an estimated $358K.
  • Vale made up 4.47% of Lifetime Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Lifetime Wealth Management first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
  • Lifetime Wealth Management's Vale position peaked at $8.45M in Q1 2026.
  • 545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Lifetime Wealth Management's 13F filing for Q2 2026, filed 17 Aug 2026.