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Advyzon Investment Management’s Vale VALE Stock Holding History

Advyzon Investment Management’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 		$299K Buy
18,811
+2,924
+18% +$45.6K 0.03% 534
2025
Q4 		$207K Buy
+15,887
New +$193K 0.02% 557

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 $70.2B AUM 29.99% 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

Advyzon Investment Management's VALE Position: Q1 2026 in Review

Advyzon Investment Management increased its Vale (VALE) stake by 18% in Q1 2026, buying an estimated $45.6K and bringing the position to 18,811 shares worth $299K. The position accounts for 0.03% of the portfolio, ranked #534.

Advyzon Investment Management first reported a position in VALE in Q4 2025 and has held it in 2 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Advyzon Investment Management held 18,811 shares of Vale worth $299K as of Q1 2026.
  • Advyzon Investment Management bought 2,924 Vale shares in Q1 2026, an estimated $45.6K.
  • Vale made up 0.03% of Advyzon Investment Management's portfolio in Q1 2026, its #534 holding.
  • Advyzon Investment Management first reported a position in Vale in Q4 2025 and has held it in 2 quarters since.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.