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Sagespring Wealth Partners’s Vale VALE Stock Holding History

Sagespring Wealth Partners’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 		$347K Buy
23,048
+5,031
+28% +$82K 0.01% 633
2026
Q1 		$287K Buy
18,017
+2,324
+15% +$36.3K 0.01% 676
2025
Q4 		$204K Buy
15,693
+2,463
+19% +$29.9K ﹤0.01% 761
2025
Q3 		$144K Sell
13,230
-1,438
-10% -$14.7K ﹤0.01% 729
2025
Q2 		$142K Sell
14,668
-138
-0.9% -$1.3K ﹤0.01% 705
2025
Q1 		$148K Buy
+14,806
New +$140K ﹤0.01% 644

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

Sagespring Wealth Partners's VALE Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Vale (VALE) stake by 28% in Q2 2026, buying an estimated $82K and bringing the position to 23,048 shares worth $347K. The position accounts for 0.01% of the portfolio, ranked #633.

Sagespring Wealth Partners first reported a position in VALE in Q1 2025 and has held it in 6 quarters since. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Sagespring Wealth Partners held 23,048 shares of Vale worth $347K as of Q2 2026.
  • Sagespring Wealth Partners bought 5,031 Vale shares in Q2 2026, an estimated $82K.
  • Vale made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #633 holding.
  • Sagespring Wealth Partners first reported a position in Vale in Q1 2025 and has held it in 6 quarters since.
  • 542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.