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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
Q2 		– Sell
-495
Closed -$7.88K – 2107
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 $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

Twin Peaks Wealth Advisors's VALE Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Vale (VALE) in Q2 2026, closing a stake of 495 shares — an estimated $7.88K sold.

Twin Peaks Wealth Advisors first reported a position in VALE in Q2 2025 and held it in 2 quarters. The position peaked at $7.88K in Q1 2026. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 495 Vale shares in Q2 2026, an estimated $7.88K.
  • Twin Peaks Wealth Advisors first reported a position in Vale in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Vale position peaked at $7.88K in Q1 2026.
  • 542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.