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Octavia Wealth Advisors’s Vale VALE Stock Holding History

Octavia 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
Q2 		$254K Sell
16,901
-274
-2% -$4.46K 0.02% 194
2026
Q1 		$273K Hold
17,175
– – 0.03% 193
2025
Q4 		$228K Buy
17,175
+5,620
+49% +$68.3K 0.02% 220
2025
Q3 		$125K Buy
11,555
+90
+0.8% +$919 0.01% 253
2025
Q2 		$111K Sell
11,465
-90
-0.8% -$848 0.01% 228
2025
Q1 		$115K Buy
11,555
+250
+2% +$2.36K 0.01% 226
2024
Q4 		$101K Buy
+11,305
New +$115K 0.01% 218

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

Octavia Wealth Advisors's VALE Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Vale (VALE) stake by 1.6% in Q2 2026, selling an estimated $4.46K and leaving 16,901 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #194.

Octavia Wealth Advisors first reported a position in VALE in Q4 2024 and has held it in 7 quarters since. The position peaked at $273K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Octavia Wealth Advisors held 16,901 shares of Vale worth $254K as of Q2 2026.
  • Octavia Wealth Advisors sold 274 Vale shares in Q2 2026, an estimated $4.46K.
  • Vale made up 0.02% of Octavia Wealth Advisors's portfolio in Q2 2026, its #194 holding.
  • Octavia Wealth Advisors first reported a position in Vale in Q4 2024 and has held it in 7 quarters since.
  • Octavia Wealth Advisors's Vale position peaked at $273K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.