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Wealth Preservation Advisors’s Vale VALE Stock Holding History

Wealth Preservation 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 		– Sell
-150
Closed -$1.96K – 1195
2025
Q4 		$1.96K Buy
+150
New +$1.82K ﹤0.01% 525
2025
Q3 		– Sell
-158
Closed -$1.53K – 602
2025
Q2 		$1.53K Sell
158
-2,066
-93% -$19.5K ﹤0.01% 519
2025
Q1 		$22.2K Buy
+2,224
New +$21K 0.02% 251

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 $70.2B AUM 29.99% 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

Wealth Preservation Advisors's VALE Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of Vale (VALE) in Q1 2026, closing a stake of 150 shares — an estimated $1.96K sold.

Wealth Preservation Advisors first reported a position in VALE in Q1 2025 and held it in 3 quarters. The position peaked at $22.2K in Q1 2025. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 150 Vale shares in Q1 2026, an estimated $1.96K.
  • Wealth Preservation Advisors first reported a position in Vale in Q1 2025 and held it in 3 quarters.
  • Wealth Preservation Advisors's Vale position peaked at $22.2K in Q1 2025.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.