TWD
VALE icon

True Wealth Design’s Vale VALE Stock Holding History

True Wealth Design’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 		$8.14K Buy
541
+3
+0.6% +$49 ﹤0.01% 1143
2026
Q1 		$8.56K Buy
538
+69
+15% +$1.08K ﹤0.01% 1028
2025
Q4 		$6.11K Hold
469
– – ﹤0.01% 1012
2025
Q3 		$5.09K Buy
469
+227
+94% +$2.32K ﹤0.01% 1075
2025
Q2 		$2.35K Buy
242
+8
+3% +$75 ﹤0.01% 1116
2025
Q1 		$2.34K Buy
234
+74
+46% +$699 ﹤0.01% 952
2024
Q4 		$1.42K Sell
160
-53
-25% -$539 ﹤0.01% 825
2024
Q3 		$2.49K Sell
213
-9
-4% -$96 ﹤0.01% 730
2024
Q2 		$2.48K Buy
222
+48
+28% +$577 ﹤0.01% 340
2024
Q1 		$2.12K Buy
174
+72
+71% +$972 ﹤0.01% 340
2023
Q4 		$1.62K Hold
102
– – ﹤0.01% 317
2023
Q3 		$1.37K Hold
102
– – ﹤0.01% 294
2023
Q2 		$1.37K Hold
102
– – ﹤0.01% 297
2023
Q1 		$1.61K Buy
102
+7
+7% +$119 ﹤0.01% 352
2022
Q4 		$1.61K Buy
+95
New +$1.43K ﹤0.01% 309

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

True Wealth Design's VALE Position: Q2 2026 in Review

True Wealth Design increased its Vale (VALE) stake by 0.56% in Q2 2026, buying an estimated $49 and bringing the position to 541 shares worth $8.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1143.

True Wealth Design first reported a position in VALE in Q4 2022 and has held it in 15 quarters since. The position peaked at $8.56K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • True Wealth Design held 541 shares of Vale worth $8.14K as of Q2 2026.
  • True Wealth Design bought 3 Vale shares in Q2 2026, an estimated $49.
  • Vale made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1143 holding.
  • True Wealth Design first reported a position in Vale in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Vale position peaked at $8.56K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.