Rothwell Investment Advisors, LLC’s Vale VALE Stock Holding History

Rothwell Investment Advisors, LLC’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	$5.13K	Buy	+382	New	+$5.56K	﹤0.01%	906

Other funds holding VALE

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VALE Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vale (VALE) in Q3 2026: 382 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #906 among its holdings.

248 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

Rothwell Investment Advisors, LLC held 382 shares of Vale worth $5.13K as of Q3 2026.
Vale was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vale made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #906 holding.
248 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.