Advisory Resource Group’s Vale VALE Stock Holding History

Advisory Resource 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	$1.36M	Buy	90,600 +72	+0.1%	+$1.17K	0.2%	111
2026 Q1	$1.44M	Sell	90,528 -29,827	-25%	-$466K	0.25%	87
2025 Q4	$1.57M	Sell	120,355 -11,703	-9%	-$142K	0.28%	77
2025 Q3	$1.43M	Buy	+132,058	New	+$1.35M	0.26%	82

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

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

Advisory Resource Group increased its Vale (VALE) stake by 0.08% in Q2 2026, buying an estimated $1.17K and bringing the position to 90,600 shares worth $1.36M. The position accounts for 0.2% of the portfolio, ranked #111.

Advisory Resource Group first reported a position in VALE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.57M in Q4 2025. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Advisory Resource Group held 90,600 shares of Vale worth $1.36M as of Q2 2026.
Advisory Resource Group bought 72 Vale shares in Q2 2026, an estimated $1.17K.
Vale made up 0.2% of Advisory Resource Group's portfolio in Q2 2026, its #111 holding.
Advisory Resource Group first reported a position in Vale in Q3 2025 and has held it in 4 quarters since.
Advisory Resource Group's Vale position peaked at $1.57M in Q4 2025.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.