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Whipplewood Advisors’s Vale VALE Stock Holding History

Whipplewood 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
-69
Closed -$1.1K – 1017
2026
Q1 		$1.1K Buy
+69
New +$1.08K ﹤0.01% 880
2025
Q3 		– Sell
-69
Closed -$670 – 1126
2025
Q2 		$670 Buy
69
+66
+2,200% +$622 ﹤0.01% 1088
2025
Q1 		$689 Sell
3
-66
-96% -$624 ﹤0.01% 1085
2024
Q4 		$612 Buy
+69
New +$702 ﹤0.01% 1091

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

Whipplewood Advisors's VALE Position: Q2 2026 in Review

Whipplewood Advisors sold out of Vale (VALE) in Q2 2026, closing a stake of 69 shares — an estimated $1.1K sold.

Whipplewood Advisors first reported a position in VALE in Q4 2024 and held it in 4 quarters. The position peaked at $1.1K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Whipplewood Advisors reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 69 Vale shares in Q2 2026, an estimated $1.1K.
  • Whipplewood Advisors first reported a position in Vale in Q4 2024 and held it in 4 quarters.
  • Whipplewood Advisors's Vale position peaked at $1.1K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.