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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
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return