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Physician Wealth Advisors’s Vale VALE Stock Holding History

Physician 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 		$8.6K Sell
572
-17
-3% -$277 ﹤0.01% 914
2026
Q1 		$9.37K Hold
589
– – ﹤0.01% 819
2025
Q4 		$7.67K Hold
589
– – ﹤0.01% 852
2025
Q3 		$6.4K Buy
589
+78
+15% +$796 ﹤0.01% 868
2025
Q2 		$4.96K Hold
511
– – ﹤0.01% 802
2025
Q1 		$5.1K Sell
511
-111
-18% -$1.05K ﹤0.01% 729
2024
Q4 		$5.52K Buy
+622
New +$6.33K ﹤0.01% 717

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

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

Physician Wealth Advisors reduced its Vale (VALE) stake by 2.9% in Q2 2026, selling an estimated $277 and leaving 572 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Physician Wealth Advisors first reported a position in VALE in Q4 2024 and has held it in 7 quarters since. The position peaked at $9.37K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Physician Wealth Advisors held 572 shares of Vale worth $8.6K as of Q2 2026.
  • Physician Wealth Advisors sold 17 Vale shares in Q2 2026, an estimated $277.
  • Vale made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #914 holding.
  • Physician Wealth Advisors first reported a position in Vale in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Vale position peaked at $9.37K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.