RMR Wealth Builders’s Vale VALE Stock Holding History

RMR Wealth Builders’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 Q3	$145K	Hold	10,803	–	–	0.01%	306
2026 Q2	$162K	Hold	10,803	–	–	0.01%	308
2026 Q1	$172K	Hold	10,803	–	–	0.01%	274
2025 Q4	$141K	Hold	10,803	–	–	0.01%	273
2025 Q3	$117K	Hold	10,803	–	–	0.01%	280
2025 Q2	$105K	Hold	10,803	–	–	0.01%	283
2025 Q1	$108K	Hold	10,803	–	–	0.01%	257
2024 Q4	$95.8K	Hold	10,803	–	–	0.01%	253
2024 Q3	$126K	Buy	+10,803	New	+$116K	0.01%	256
2021 Q2	–	Sell	-400	Closed	-$7K	–	677
2021 Q1	$7K	Hold	400	–	–	﹤0.01%	641
2020 Q4	$7K	Buy	+400	New	+$5.33K	﹤0.01%	441

Other funds holding VALE

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

RMR Wealth Builders's VALE Position: Q3 2026 in Review

RMR Wealth Builders held its Vale (VALE) position steady in Q3 2026 at 10,803 shares worth $145K. The position accounts for 0.01% of the portfolio, ranked #306.

RMR Wealth Builders first reported a position in VALE in Q4 2020 and has held it in 11 quarters since. The position peaked at $172K in Q1 2026. 435 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

RMR Wealth Builders held 10,803 shares of Vale worth $145K as of Q3 2026.
RMR Wealth Builders left its Vale share count unchanged in Q3 2026.
Vale made up 0.01% of RMR Wealth Builders's portfolio in Q3 2026, its #306 holding.
RMR Wealth Builders first reported a position in Vale in Q4 2020 and has held it in 11 quarters since.
RMR Wealth Builders's Vale position peaked at $172K in Q1 2026.
435 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on RMR Wealth Builders's 13F filing for Q3 2026, filed 22 Oct 2026.