N.E.W. Advisory Services’s Vale VALE Stock Holding History

N.E.W. Advisory Services’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	$30.1K	Hold	2,000	–	–	﹤0.01%	461
2026 Q1	$31.8K	Hold	2,000	–	–	﹤0.01%	431
2025 Q4	$26.1K	Buy	+2,000	New	+$24.3K	﹤0.01%	449

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

N.E.W. Advisory Services's VALE Position: Q2 2026 in Review

N.E.W. Advisory Services held its Vale (VALE) position steady in Q2 2026 at 2,000 shares worth $30.1K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

N.E.W. Advisory Services first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. The position peaked at $31.8K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

N.E.W. Advisory Services held 2,000 shares of Vale worth $30.1K as of Q2 2026.
N.E.W. Advisory Services left its Vale share count unchanged in Q2 2026.
Vale made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #461 holding.
N.E.W. Advisory Services first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
N.E.W. Advisory Services's Vale position peaked at $31.8K in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.