Pension & Wealth Management Advisors’s Vale VALE Stock Holding History

Pension & Wealth Management 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 Q1	–	Sell	-2,930	Closed	-$38.2K	–	568
2025 Q4	$38.2K	Hold	2,930	–	–	0.01%	330
2025 Q3	$31.8K	Buy	+2,930	New	+$29.9K	0.01%	332
2025 Q2	–	Sell	-2,930	Closed	-$29.2K	–	534
2025 Q1	$29.2K	Hold	2,930	–	–	0.01%	312
2024 Q4	$26K	Hold	2,930	–	–	0.01%	317
2024 Q3	$34.2K	Sell	2,930 -17,480	-86%	-$187K	0.02%	252
2024 Q2	$228K	Buy	+20,410	New	+$245K	0.13%	84

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 $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pension & Wealth Management Advisors's VALE Position: Q1 2026 in Review

Pension & Wealth Management Advisors sold out of Vale (VALE) in Q1 2026, closing a stake of 2,930 shares — an estimated $38.2K sold.

Pension & Wealth Management Advisors first reported a position in VALE in Q2 2024 and held it in 6 quarters. The position peaked at $228K in Q2 2024. 555 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

Pension & Wealth Management Advisors reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
Pension & Wealth Management Advisors sold 2,930 Vale shares in Q1 2026, an estimated $38.2K.
Pension & Wealth Management Advisors first reported a position in Vale in Q2 2024 and held it in 6 quarters.
Pension & Wealth Management Advisors's Vale position peaked at $228K in Q2 2024.
555 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q1 2026, filed 7 Aug 2026.