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Strategic Financial Concepts’s Vale VALE Stock Holding History

Strategic Financial Concepts’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 		– Sell
-13,700
Closed -$179K – 309
2025
Q4 		$179K Buy
+13,700
New +$166K 0.16% 123
2024
Q3 		– Sell
-16,676
Closed -$1.56K – 710
2024
Q2 		$1.56K Buy
+16,676
New +$201K ﹤0.01% 576

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Strategic Financial Concepts's VALE Position: Q1 2026 in Review

Strategic Financial Concepts sold out of Vale (VALE) in Q1 2026, closing a stake of 13,700 shares — an estimated $179K sold.

Strategic Financial Concepts first reported a position in VALE in Q2 2024 and held it in 2 quarters. The position peaked at $179K in Q4 2025. 557 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Strategic Financial Concepts reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • Strategic Financial Concepts sold 13,700 Vale shares in Q1 2026, an estimated $179K.
  • Strategic Financial Concepts first reported a position in Vale in Q2 2024 and held it in 2 quarters.
  • Strategic Financial Concepts's Vale position peaked at $179K in Q4 2025.
  • 557 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Strategic Financial Concepts's 13F filing for Q1 2026, filed 13 May 2026.