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Nvest Wealth Strategies’s Vale VALE Stock Holding History

Nvest Wealth Strategies’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 		$888 Hold
59
– – ﹤0.01% 227
2026
Q1 		$939 Buy
+59
New +$921 ﹤0.01% 227

Other funds holding VALE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Nvest Wealth Strategies's VALE Position: Q2 2026 in Review

Nvest Wealth Strategies held its Vale (VALE) position steady in Q2 2026 at 59 shares worth $888. The position accounts for ﹤0.01% of the portfolio, ranked #227.

Nvest Wealth Strategies first reported a position in VALE in Q1 2026 and has held it in 2 quarters since. The position peaked at $939 in Q1 2026. 263 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Nvest Wealth Strategies held 59 shares of Vale worth $888 as of Q2 2026.
  • Nvest Wealth Strategies left its Vale share count unchanged in Q2 2026.
  • Vale made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #227 holding.
  • Nvest Wealth Strategies first reported a position in Vale in Q1 2026 and has held it in 2 quarters since.
  • Nvest Wealth Strategies's Vale position peaked at $939 in Q1 2026.
  • 263 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.