Wealth Alliance
VALE icon

Wealth Alliance’s Vale VALE Stock Holding History

Wealth Alliance’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
Q3 		$140K Buy
+10,429
New +$152K 0.01% 560
2025
Q3 		– Sell
-10,636
Closed -$103K – 598
2025
Q2 		$103K Sell
10,636
-210
-2% -$1.98K 0.01% 531
2025
Q1 		$108K Buy
+10,846
New +$102K 0.01% 506
2024
Q4 		– Sell
-19,211
Closed -$224K – 543
2024
Q3 		$224K Buy
19,211
+5,202
+37% +$55.8K 0.03% 473
2024
Q2 		$156K Sell
14,009
-1,946
-12% -$23.4K 0.02% 495
2024
Q1 		$194K Sell
15,955
-255
-2% -$3.44K 0.03% 496
2023
Q4 		$257K Sell
16,210
-437
-3% -$6.26K 0.04% 427
2023
Q3 		$223K Buy
16,647
+2,655
+19% +$36.1K 0.04% 433
2023
Q2 		$188K Sell
13,992
-4,576
-25% -$64.8K 0.03% 485
2023
Q1 		$293K Buy
18,568
+1,613
+10% +$27.3K 0.05% 370
2022
Q4 		$288K Buy
16,955
+6,110
+56% +$91.8K 0.05% 360
2022
Q3 		$145K Buy
+10,845
New +$143K 0.03% 429
2022
Q2 		– Sell
-11,944
Closed -$239K – 499
2022
Q1 		$239K Buy
+11,944
New +$207K 0.05% 382

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Wealth Alliance's VALE Position: Q3 2026 in Review

Wealth Alliance opened a new position in Vale (VALE) in Q3 2026: 10,429 shares worth $140K. The stake represents 0.01% of the portfolio and ranks #560 among its holdings. This is a return to the name: Wealth Alliance previously reported a position in VALE as recently as Q2 2025.

Wealth Alliance first reported a position in VALE in Q1 2022 and has held it in 13 quarters since. The position peaked at $293K in Q1 2023. 435 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Wealth Alliance held 10,429 shares of Vale worth $140K as of Q3 2026.
  • Vale was a new Wealth Alliance position in Q3 2026.
  • Vale made up 0.01% of Wealth Alliance's portfolio in Q3 2026, its #560 holding.
  • Wealth Alliance first reported a position in Vale in Q1 2022 and has held it in 13 quarters since.
  • Wealth Alliance's Vale position peaked at $293K in Q1 2023.
  • 435 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Wealth Alliance's 13F filing for Q3 2026, filed 13 Nov 2026.