U.S. Capital Wealth Advisors’s Vale VALE Stock Holding History

U.S. Capital 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	$161K	Sell	10,113 -15,171	-60%	-$237K	﹤0.01%	972
2025 Q4	$329K	Sell	25,284 -616	-2%	-$7.48K	0.01%	772
2025 Q3	$281K	Sell	25,900 -300	-1%	-$3.06K	0.01%	794
2025 Q2	$254K	Sell	26,200 -2,100	-7%	-$19.8K	0.01%	770
2025 Q1	$282K	Sell	28,300 -14,940	-35%	-$141K	0.01%	714
2024 Q4	$384K	Sell	43,240 -116,015	-73%	-$1.18M	0.01%	622
2024 Q3	$1.86M	Buy	159,255 +313	+0.2%	+$3.36K	0.07%	257
2024 Q2	$1.78M	Sell	158,942 -3,975	-2%	-$47.8K	0.07%	258
2024 Q1	$1.99M	Sell	162,917 -1,781	-1%	-$24K	0.08%	237
2023 Q4	$2.61M	Sell	164,698 -8,197	-5%	-$117K	0.1%	186
2023 Q3	$2.32M	Buy	172,895 +16,710	+11%	+$227K	0.1%	178
2023 Q2	$2.1M	Buy	156,185 +22,300	+17%	+$316K	0.1%	206
2023 Q1	$2.11M	Sell	133,885 -790	-0.6%	-$13.4K	0.1%	197
2022 Q4	$2.29M	Buy	134,675 +52,400	+64%	+$788K	0.11%	185
2022 Q3	$1.1M	Buy	82,275 +11,500	+16%	+$151K	0.06%	321
2022 Q2	$1.03M	Buy	70,775 +30,100	+74%	+$514K	0.05%	345
2022 Q1	$813K	Buy	40,675 +2,943	+8%	+$51K	0.03%	429
2021 Q4	$529K	Sell	37,732 -58,015	-61%	-$771K	0.02%	499
2021 Q3	$1.34M	Buy	+95,747	New	+$1.88M	0.06%	328

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

U.S. Capital Wealth Advisors's VALE Position: Q1 2026 in Review

U.S. Capital Wealth Advisors reduced its Vale (VALE) stake by 60% in Q1 2026, selling an estimated $237K and leaving 10,113 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #972.

U.S. Capital Wealth Advisors first reported a position in VALE in Q3 2021 and has held it in 19 quarters since. The position peaked at $2.61M in Q4 2023. 557 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

U.S. Capital Wealth Advisors held 10,113 shares of Vale worth $161K as of Q1 2026.
U.S. Capital Wealth Advisors sold 15,171 Vale shares in Q1 2026, an estimated $237K.
Vale made up ﹤0.01% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #972 holding.
U.S. Capital Wealth Advisors first reported a position in Vale in Q3 2021 and has held it in 19 quarters since.
U.S. Capital Wealth Advisors's Vale position peaked at $2.61M in Q4 2023.
557 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.