MPWM Advisory Solutions’s Vale VALE Stock Holding History

MPWM Advisory Solutions’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	$2.6K	Hold	173	–	–	﹤0.01%	474
2026 Q1	$2.75K	Hold	173	–	–	﹤0.01%	453
2025 Q4	$2.25K	Hold	173	–	–	﹤0.01%	452
2025 Q3	$1.88K	Hold	173	–	–	﹤0.01%	438
2025 Q2	$1.68K	Hold	173	–	–	﹤0.01%	455
2025 Q1	$1.73K	Hold	173	–	–	﹤0.01%	478
2024 Q4	$1.53K	Buy	+173	New	+$1.76K	﹤0.01%	497

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

MPWM Advisory Solutions's VALE Position: Q2 2026 in Review

MPWM Advisory Solutions held its Vale (VALE) position steady in Q2 2026 at 173 shares worth $2.6K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

MPWM Advisory Solutions first reported a position in VALE in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.75K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

MPWM Advisory Solutions held 173 shares of Vale worth $2.6K as of Q2 2026.
MPWM Advisory Solutions left its Vale share count unchanged in Q2 2026.
Vale made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #474 holding.
MPWM Advisory Solutions first reported a position in Vale in Q4 2024 and has held it in 7 quarters since.
MPWM Advisory Solutions's Vale position peaked at $2.75K in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.