Strategic Wealth Partners’s Vale VALE Stock Holding History

Strategic Wealth Partners’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	$4.72K	Sell	314 -155	-33%	-$2.52K	﹤0.01%	1069
2026 Q1	$7.46K	Buy	469 +155	+49%	+$2.42K	﹤0.01%	957
2025 Q4	$4.09K	Hold	314	–	–	﹤0.01%	1092
2025 Q3	$3.41K	Sell	314 -15,350	-98%	-$157K	﹤0.01%	1103
2025 Q2	$152K	Buy	+15,664	New	+$148K	0.01%	350
2024 Q4	$150K	Sell	15,664 -13,150	-46%	-$134K	0.01%	309
2024 Q3	$337K	Sell	28,814 -69,450	-71%	-$745K	0.03%	243
2024 Q2	$1.1M	Buy	+98,264	New	+$1.18M	0.11%	127

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

Strategic Wealth Partners's VALE Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Vale (VALE) stake by 33% in Q2 2026, selling an estimated $2.52K and leaving 314 shares worth $4.72K. The position accounts for ﹤0.01% of the portfolio, ranked #1069.

Strategic Wealth Partners first reported a position in VALE in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.1M in Q2 2024. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Strategic Wealth Partners held 314 shares of Vale worth $4.72K as of Q2 2026.
Strategic Wealth Partners sold 155 Vale shares in Q2 2026, an estimated $2.52K.
Vale made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #1069 holding.
Strategic Wealth Partners first reported a position in Vale in Q2 2024 and has held it in 8 quarters since.
Strategic Wealth Partners's Vale position peaked at $1.1M in Q2 2024.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.