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Apollon Wealth Management’s Vale VALE Stock Holding History

Apollon Wealth 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
Q2 		$184K Buy
12,255
+1,054
+9% +$17.2K ﹤0.01% 1495
2026
Q1 		$178K Buy
+11,201
New +$175K ﹤0.01% 1326
2024
Q4 		– Sell
-48,637
Closed -$568K – 1271
2024
Q3 		$568K Buy
48,637
+16,563
+52% +$178K 0.02% 663
2024
Q2 		$358K Sell
32,074
-10,215
-24% -$123K 0.01% 794
2024
Q1 		$516K Sell
42,289
-8,637
-17% -$117K 0.02% 686
2023
Q4 		$808K Buy
50,926
+25,186
+98% +$361K 0.03% 521
2023
Q3 		$345K Sell
25,740
-1,463
-5% -$19.9K 0.02% 657
2023
Q2 		$365K Buy
27,203
+351
+1% +$4.97K 0.02% 689
2023
Q1 		$424K Sell
26,852
-3,484
-11% -$59K 0.03% 582
2022
Q4 		$515K Buy
30,336
+11,321
+60% +$170K 0.04% 508
2022
Q3 		$253K Buy
+19,015
New +$250K 0.02% 657

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Apollon Wealth Management's VALE Position: Q2 2026 in Review

Apollon Wealth Management increased its Vale (VALE) stake by 9.4% in Q2 2026, buying an estimated $17.2K and bringing the position to 12,255 shares worth $184K. The position accounts for ﹤0.01% of the portfolio, ranked #1495.

Apollon Wealth Management first reported a position in VALE in Q3 2022 and has held it in 11 quarters since. The position peaked at $808K in Q4 2023. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Apollon Wealth Management held 12,255 shares of Vale worth $184K as of Q2 2026.
  • Apollon Wealth Management bought 1,054 Vale shares in Q2 2026, an estimated $17.2K.
  • Vale made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1495 holding.
  • Apollon Wealth Management first reported a position in Vale in Q3 2022 and has held it in 11 quarters since.
  • Apollon Wealth Management's Vale position peaked at $808K in Q4 2023.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.