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SHP Wealth Management’s Vale VALE Stock Holding History

SHP Wealth Management’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 		$3.18K Buy
+200
New +$3.12K ﹤0.01% 1174

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SHP Wealth Management's VALE Position: Q1 2026 in Review

SHP Wealth Management opened a new position in Vale (VALE) in Q1 2026: 200 shares worth $3.18K. The stake represents ﹤0.01% of the portfolio and ranks #1174 among its holdings.

554 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • SHP Wealth Management held 200 shares of Vale worth $3.18K as of Q1 2026.
  • Vale was a new SHP Wealth Management position in Q1 2026.
  • Vale made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1174 holding.
  • 554 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.