AF
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Advisornet Financial’s Vale VALE Stock Holding History

Advisornet Financial’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 		$327K Buy
20,552
+920
+5% +$14.4K 0.02% 498
2025
Q4 		$256K Hold
19,632
– – 0.01% 540
2025
Q3 		$213K Hold
19,632
– – 0.01% 580
2025
Q2 		$191K Buy
19,632
+900
+5% +$8.48K 0.01% 581
2025
Q1 		$187K Buy
18,732
+60
+0.3% +$567 0.01% 559
2024
Q4 		$166K Buy
18,672
+132
+0.7% +$1.34K 0.01% 550
2024
Q3 		$217K Buy
18,540
+3,260
+21% +$35K 0.02% 505
2024
Q2 		$171K Buy
15,280
+10,006
+190% +$120K 0.02% 515
2024
Q1 		$64.3K Buy
5,274
+2,572
+95% +$34.7K 0.01% 742
2023
Q4 		$42.9K Hold
2,702
– – ﹤0.01% 849
2023
Q3 		$36.2K Buy
2,702
+835
+45% +$11.4K ﹤0.01% 872
2023
Q2 		$25.1K Buy
1,867
+1,135
+155% +$16.1K ﹤0.01% 1012
2023
Q1 		$11.6K Hold
732
– – ﹤0.01% 1260
2022
Q4 		$12.4K Hold
732
– – ﹤0.01% 1229
2022
Q3 		$10K Buy
732
+16
+2% +$210 ﹤0.01% 1348
2022
Q2 		$10K Sell
716
-1,148
-62% -$19.6K ﹤0.01% 1351
2022
Q1 		$37K Buy
1,864
+705
+61% +$12.2K ﹤0.01% 1066
2021
Q4 		$16K Buy
1,159
+402
+53% +$5.34K ﹤0.01% 1362
2021
Q3 		$11K Buy
757
+257
+51% +$5.04K ﹤0.01% 1430
2021
Q2 		$11K Hold
500
– – ﹤0.01% 1397
2021
Q1 		$9K Hold
500
– – ﹤0.01% 1398
2020
Q4 		$8K Hold
500
– – ﹤0.01% 1350
2020
Q3 		$5K Hold
500
– – ﹤0.01% 1437
2020
Q2 		$5K Hold
500
– – ﹤0.01% 1468
2020
Q1 		$4K Sell
500
-200
-29% -$2.18K ﹤0.01% 1492
2019
Q4 		$9K Sell
700
-200
-22% -$2.4K ﹤0.01% 1414
2019
Q3 		$10K Hold
900
– – ﹤0.01% 1386
2019
Q2 		$12K Buy
900
+400
+80% +$5.13K ﹤0.01% 1189
2019
Q1 		$7K Buy
+500
New +$6.47K ﹤0.01% 1265

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 $81.4B AUM 40.71% 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

Advisornet Financial's VALE Position: Q1 2026 in Review

Advisornet Financial increased its Vale (VALE) stake by 4.7% in Q1 2026, buying an estimated $14.4K and bringing the position to 20,552 shares worth $327K. The position accounts for 0.02% of the portfolio, ranked #498.

Advisornet Financial first reported a position in VALE in Q1 2019 and has held it in 29 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Advisornet Financial held 20,552 shares of Vale worth $327K as of Q1 2026.
  • Advisornet Financial bought 920 Vale shares in Q1 2026, an estimated $14.4K.
  • Vale made up 0.02% of Advisornet Financial's portfolio in Q1 2026, its #498 holding.
  • Advisornet Financial first reported a position in Vale in Q1 2019 and has held it in 29 quarters since.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Advisornet Financial's 13F filing for Q1 2026, filed 17 Apr 2026.