SOA Wealth Advisors’s Vale VALE Stock Holding History

SOA 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	$2.56K	Hold	170	–	–	﹤0.01%	756
2026 Q1	$2.71K	Hold	170	–	–	﹤0.01%	692
2025 Q4	$2.21K	Hold	170	–	–	﹤0.01%	706
2025 Q3	$1.85K	Hold	170	–	–	﹤0.01%	733
2025 Q2	$1.65K	Hold	170	–	–	﹤0.01%	729
2025 Q1	$1.7K	Hold	170	–	–	﹤0.01%	713
2024 Q4	$1.51K	Hold	170	–	–	﹤0.01%	709
2024 Q3	$1.99K	Hold	170	–	–	﹤0.01%	670
2024 Q2	$1.9K	Hold	170	–	–	﹤0.01%	678
2024 Q1	$2.07K	Hold	170	–	–	﹤0.01%	707
2023 Q4	$2.7K	Hold	170	–	–	﹤0.01%	664
2023 Q3	$2.28K	Hold	170	–	–	﹤0.01%	703
2023 Q2	$2.28K	Hold	170	–	–	﹤0.01%	712
2023 Q1	$2.68K	Hold	170	–	–	﹤0.01%	696
2022 Q4	$2.88K	Hold	170	–	–	﹤0.01%	696
2022 Q3	$2K	Hold	170	–	–	﹤0.01%	732
2022 Q2	$2K	Hold	170	–	–	﹤0.01%	720
2022 Q1	$3K	Hold	170	–	–	﹤0.01%	773
2021 Q4	$2K	Hold	170	–	–	﹤0.01%	797
2021 Q3	$2K	Hold	170	–	–	﹤0.01%	802
2021 Q2	$3K	Hold	170	–	–	﹤0.01%	744
2021 Q1	$2K	Hold	170	–	–	﹤0.01%	729
2020 Q4	$3K	Buy	+170	New	+$2.27K	﹤0.01%	679

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

SOA Wealth Advisors held its Vale (VALE) position steady in Q2 2026 at 170 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #756.

SOA Wealth Advisors first reported a position in VALE in Q4 2020 and has held it in 23 quarters since. The position peaked at $3K in Q1 2022. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

SOA Wealth Advisors held 170 shares of Vale worth $2.56K as of Q2 2026.
SOA Wealth Advisors left its Vale share count unchanged in Q2 2026.
Vale made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #756 holding.
SOA Wealth Advisors first reported a position in Vale in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Vale position peaked at $3K in Q1 2022.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.