Steward Partners Investment Advisory’s Vale VALE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382K | Buy |
24,037
+2,040
| +9% | +$31.8K | ﹤0.01% | 1660 |
|
|
2025
Q4 | $287K | Buy |
21,997
+3,400
| +18% | +$41.3K | ﹤0.01% | 1737 |
|
|
2025
Q3 | $202K | Sell |
18,597
-1,743
| -9% | -$17.8K | ﹤0.01% | 1864 |
|
|
2025
Q2 | $198K | Buy |
20,340
+1,421
| +8% | +$13.4K | ﹤0.01% | 1770 |
|
|
2025
Q1 | $189K | Sell |
18,919
-6,934
| -27% | -$65.5K | ﹤0.01% | 1680 |
|
|
2024
Q4 | $229K | Buy |
25,853
+100
| +0.4% | +$1.02K | ﹤0.01% | 1527 |
|
|
2024
Q3 | $301K | Sell |
25,753
-4,063
| -14% | -$43.6K | ﹤0.01% | 1331 |
|
|
2024
Q2 | $333K | Buy |
29,816
+468
| +2% | +$5.63K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $358K | Buy |
29,348
+2,164
| +8% | +$29.2K | ﹤0.01% | 1186 |
|
|
2023
Q4 | $431K | Sell |
27,184
-873
| -3% | -$12.5K | 0.01% | 1059 |
|
|
2023
Q3 | $376K | Buy |
28,057
+206
| +0.7% | +$2.8K | 0.01% | 1034 |
|
|
2023
Q2 | $374K | Buy |
27,851
+475
| +2% | +$6.73K | 0.01% | 1049 |
|
|
2023
Q1 | $432K | Buy |
27,376
+48
| +0.2% | +$813 | 0.01% | 982 |
|
|
2022
Q4 | $464K | Sell |
27,328
-2,000
| -7% | -$30.1K | 0.01% | 930 |
|
|
2022
Q3 | $391K | Buy |
29,328
+528
| +2% | +$6.95K | 0.01% | 943 |
|
|
2022
Q2 | $421K | Buy |
28,800
+2,000
| +7% | +$34.2K | 0.01% | 908 |
|
|
2022
Q1 | $536K | Buy |
26,800
+262
| +1% | +$4.54K | 0.01% | 909 |
|
|
2021
Q4 | $372K | Sell |
26,538
-1,766
| -6% | -$23.5K | 0.01% | 1058 |
|
|
2021
Q3 | $395K | Sell |
28,304
-1,392
| -5% | -$27.3K | 0.01% | 1000 |
|
|
2021
Q2 | $677K | Buy |
29,696
+9,100
| +44% | +$190K | 0.01% | 823 |
|
|
2021
Q1 | $358K | Buy |
20,596
+1,050
| +5% | +$18.3K | 0.01% | 1023 |
|
|
2020
Q4 | $328K | Buy |
19,546
+3,256
| +20% | +$43.4K | 0.01% | 885 |
|
|
2020
Q3 | $172K | Sell |
16,290
-14
| -0.1% | -$157 | ﹤0.01% | 999 |
|
|
2020
Q2 | $168K | Buy |
16,304
+335
| +2% | +$3.06K | ﹤0.01% | 939 |
|
|
2020
Q1 | $132K | Hold |
15,969
| – | – | ﹤0.01% | 909 |
|
|
2019
Q4 | $210K | Sell |
15,969
-180
| -1% | -$2.16K | 0.01% | 869 |
|
|
2019
Q3 | $185K | Sell |
16,149
-34
| -0.2% | -$412 | 0.01% | 873 |
|
|
2019
Q2 | $217K | Buy |
+16,183
| New | +$208K | 0.01% | 786 |
|
|
2019
Q1 | – | Sell |
-17,289
| Closed | -$228K | – | 839 |
|
|
2018
Q4 | $228K | Buy |
17,289
+32
| +0.2% | +$457 | 0.01% | 673 |
|
|
2018
Q3 | $256K | Buy |
+17,257
| New | +$233K | 0.01% | 662 |
|
|
2018
Q2 | – | Sell |
-16,755
| Closed | -$213K | – | 2550 |
|
|
2018
Q1 | $213K | Sell |
16,755
-8,837
| -35% | -$116K | 0.01% | 607 |
|
|
2017
Q4 | $312K | Buy |
25,592
+8,517
| +50% | +$90.4K | 0.02% | 440 |
|
|
2017
Q3 | $171K | Buy |
17,075
+125
| +0.7% | +$1.26K | 0.02% | 467 |
|
|
2017
Q2 | $148K | Buy |
16,950
+17
| +0.1% | +$144 | 0.02% | 450 |
|
|
2017
Q1 | $160K | Sell |
16,933
-390
| -2% | -$3.88K | 0.02% | 358 |
|
|
2016
Q4 | $132K | Buy |
+17,323
| New | +$127K | 0.06% | 222 |
|
Other funds holding VALE
Steward Partners Investment Advisory's VALE Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Vale (VALE) stake by 9.3% in Q1 2026, buying an estimated $31.8K and bringing the position to 24,037 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.
Steward Partners Investment Advisory first reported a position in VALE in Q4 2016 and has held it in 36 quarters since. The position peaked at $677K in Q2 2021. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.
- Steward Partners Investment Advisory held 24,037 shares of Vale worth $382K as of Q1 2026.
- Steward Partners Investment Advisory bought 2,040 Vale shares in Q1 2026, an estimated $31.8K.
- Vale made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1660 holding.
- Steward Partners Investment Advisory first reported a position in Vale in Q4 2016 and has held it in 36 quarters since.
- Steward Partners Investment Advisory's Vale position peaked at $677K in Q2 2021.
- 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.