Accordant Advisory Group’s Vale VALE Stock Holding History

Accordant Advisory Group’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	$542	Hold	36	–	–	﹤0.01%	226
2026 Q1	$573	Hold	36	–	–	﹤0.01%	223
2025 Q4	$470	Sell	36 -464	-93%	-$5.64K	﹤0.01%	157
2025 Q3	$5.43K	Hold	500	–	–	﹤0.01%	143
2025 Q2	$4.86K	Hold	500	–	–	﹤0.01%	141
2025 Q1	$4.99K	Hold	500	–	–	﹤0.01%	127
2024 Q4	$4.43K	Hold	500	–	–	﹤0.01%	129
2024 Q3	$5.84K	Sell	500 -21,274	-98%	-$228K	﹤0.01%	128
2024 Q2	$243K	Buy	21,774 +18,274	+522%	+$220K	0.23%	51
2024 Q1	$42.7K	Buy	+3,500	New	+$47.2K	0.03%	133

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

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Accordant Advisory Group's VALE Position: Q2 2026 in Review

Accordant Advisory Group held its Vale (VALE) position steady in Q2 2026 at 36 shares worth $542. The position accounts for ﹤0.01% of the portfolio, ranked #226.

Accordant Advisory Group first reported a position in VALE in Q1 2024 and has held it in 10 quarters since. The position peaked at $243K in Q2 2024. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Accordant Advisory Group held 36 shares of Vale worth $542 as of Q2 2026.
Accordant Advisory Group left its Vale share count unchanged in Q2 2026.
Vale made up ﹤0.01% of Accordant Advisory Group's portfolio in Q2 2026, its #226 holding.
Accordant Advisory Group first reported a position in Vale in Q1 2024 and has held it in 10 quarters since.
Accordant Advisory Group's Vale position peaked at $243K in Q2 2024.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Accordant Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.