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Atomi Financial Group’s Vale VALE Stock Holding History

Atomi Financial 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 		$1.73M Buy
114,755
+8,844
+8% +$144K 0.05% 311
2026
Q1 		$1.69M Buy
105,911
+9,259
+10% +$145K 0.05% 280
2025
Q4 		$1.26M Buy
96,652
+20,319
+27% +$247K 0.04% 340
2025
Q3 		$829K Buy
76,333
+25,499
+50% +$260K 0.03% 450
2025
Q2 		$494K Sell
50,834
-21,003
-29% -$198K 0.02% 604
2025
Q1 		$717K Buy
71,837
+48,643
+210% +$460K 0.03% 395
2024
Q4 		$206K Sell
23,194
-5,730
-20% -$58.3K 0.01% 908
2024
Q3 		$338K Sell
28,924
-7,035
-20% -$75.4K 0.02% 616
2024
Q2 		$402K Buy
35,959
+11,417
+47% +$137K 0.03% 458
2024
Q1 		$299K Sell
24,542
-23,566
-49% -$318K 0.03% 540
2023
Q4 		$763K Buy
+48,108
New +$690K 0.11% 175

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

Atomi Financial Group's VALE Position: Q2 2026 in Review

Atomi Financial Group increased its Vale (VALE) stake by 8.4% in Q2 2026, buying an estimated $144K and bringing the position to 114,755 shares worth $1.73M. The position accounts for 0.05% of the portfolio, ranked #311.

Atomi Financial Group first reported a position in VALE in Q4 2023 and has held it in 11 quarters since. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Atomi Financial Group held 114,755 shares of Vale worth $1.73M as of Q2 2026.
  • Atomi Financial Group bought 8,844 Vale shares in Q2 2026, an estimated $144K.
  • Vale made up 0.05% of Atomi Financial Group's portfolio in Q2 2026, its #311 holding.
  • Atomi Financial Group first reported a position in Vale in Q4 2023 and has held it in 11 quarters since.
  • 542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.