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Twin Peaks Wealth Advisors’s Vale VALE Stock Holding History

Twin Peaks Wealth Advisors’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 		$7.88K Buy
+495
New +$7.73K ﹤0.01% 1175
2025
Q3 		– Sell
-200
Closed -$2.08K – 2034
2025
Q2 		$2.08K Buy
+200
New +$1.88K ﹤0.01% 1613

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 $5.72T 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 $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B 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

Twin Peaks Wealth Advisors's VALE Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Vale (VALE) in Q1 2026: 495 shares worth $7.88K. The stake represents ﹤0.01% of the portfolio and ranks #1175 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VALE as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VALE in Q2 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Twin Peaks Wealth Advisors held 495 shares of Vale worth $7.88K as of Q1 2026.
  • Vale was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Vale made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #1175 holding.
  • Twin Peaks Wealth Advisors first reported a position in Vale in Q2 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.