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 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

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

RMR Wealth Builders's VALE Position: Q2 2026 in Review

RMR Wealth Builders held its Vale (VALE) position steady in Q2 2026 at 10,803 shares worth $162K. The position accounts for 0.01% of the portfolio, ranked #308.

RMR Wealth Builders first reported a position in VALE in Q4 2020 and has held it in 10 quarters since. The position peaked at $172K in Q1 2026. 129 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

RMR Wealth Builders held 10,803 shares of Vale worth $162K as of Q2 2026.
RMR Wealth Builders left its Vale share count unchanged in Q2 2026.
Vale made up 0.01% of RMR Wealth Builders's portfolio in Q2 2026, its #308 holding.
RMR Wealth Builders first reported a position in Vale in Q4 2020 and has held it in 10 quarters since.
RMR Wealth Builders's Vale position peaked at $172K in Q1 2026.
129 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.