Sound Income Strategies’s Vale VALE Stock Holding History

Sound Income Strategies’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	–	Sell	-123	Closed	-$1.97K	–	2306
2026 Q1	$1.97K	Sell	123 -142	-54%	-$2.22K	﹤0.01%	2147
2025 Q4	$3.87K	Hold	265	–	–	﹤0.01%	1915
2025 Q3	$2.92K	Hold	265	–	–	﹤0.01%	1285
2025 Q2	$2.57K	Sell	265 -258	-49%	-$2.43K	﹤0.01%	1220
2025 Q1	$5.22K	Hold	523	–	–	﹤0.01%	1051
2024 Q4	$4.64K	Sell	523 -176	-25%	-$1.79K	﹤0.01%	1000
2024 Q3	$8.16K	Sell	699 -12,547	-95%	-$135K	﹤0.01%	843
2024 Q2	$148K	Buy	13,246 +6,617	+100%	+$79.6K	0.01%	266
2024 Q1	$80.8K	Buy	6,629 +3,792	+134%	+$51.2K	0.01%	348
2023 Q4	$45K	Buy	2,837 +2,728	+2,503%	+$39.1K	﹤0.01%	430
2023 Q3	$1.46K	Hold	109	–	–	﹤0.01%	950
2023 Q2	$1.46K	Hold	109	–	–	﹤0.01%	921
2023 Q1	$1.72K	Hold	109	–	–	﹤0.01%	855
2022 Q4	$1.85K	Hold	109	–	–	﹤0.01%	780
2022 Q3	$1K	Hold	109	–	–	﹤0.01%	849
2022 Q2	$2K	Hold	109	–	–	﹤0.01%	755
2022 Q1	$2K	Hold	109	–	–	﹤0.01%	747
2021 Q4	$2K	Hold	109	–	–	﹤0.01%	737
2021 Q3	$2K	Hold	109	–	–	﹤0.01%	714
2021 Q2	$2K	Sell	109 -2,127	-95%	-$44.5K	﹤0.01%	750
2021 Q1	$38.9K	Hold	2,236	–	–	0.01%	250
2020 Q4	$37K	Hold	2,236	–	–	0.01%	239
2020 Q3	$24K	Buy	2,236 +2,127	+1,951%	+$23.9K	0.01%	273
2020 Q2	$1K	Hold	109	–	–	﹤0.01%	745
2020 Q1	$1K	Hold	109	–	–	﹤0.01%	717
2019 Q4	$1K	Hold	109	–	–	﹤0.01%	673
2019 Q3	$1K	Buy	+109	New	+$1.32K	﹤0.01%	636
2018 Q3	–	Sell	-2,000	Closed	-$26K	–	864
2018 Q2	$26K	Buy	+2,000	New	+$27.3K	0.02%	183

Other funds holding VALE

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

RAM

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

MOS

MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 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 $44.6B AUM 28.94% 1-Year Est. Return

Sound Income Strategies's VALE Position: Q2 2026 in Review

Sound Income Strategies sold out of Vale (VALE) in Q2 2026, closing a stake of 123 shares — an estimated $1.97K sold.

Sound Income Strategies first reported a position in VALE in Q2 2018 and held it in 28 quarters. The position peaked at $148K in Q2 2024. 178 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Sound Income Strategies reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 123 Vale shares in Q2 2026, an estimated $1.97K.
Sound Income Strategies first reported a position in Vale in Q2 2018 and held it in 28 quarters.
Sound Income Strategies's Vale position peaked at $148K in Q2 2024.
178 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.