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Atria Investments’s Vale VALE Stock Holding History

Atria Investments’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 		– Sell
-14,579
Closed -$232K – 2262
2026
Q1 		$232K Buy
14,579
+3,309
+29% +$51.7K ﹤0.01% 1901
2025
Q4 		$147K Sell
11,270
-657
-6% -$7.98K ﹤0.01% 1990
2025
Q3 		$130K Sell
11,927
-902
-7% -$9.21K ﹤0.01% 1982
2025
Q2 		$125K Sell
12,829
-3,637
-22% -$34.3K ﹤0.01% 1956
2025
Q1 		$164K Buy
+16,466
New +$156K ﹤0.01% 1846
2021
Q3 		– Sell
-50,580
Closed -$1.15M – 829
2021
Q2 		$1.15M Buy
+50,580
New +$1.06M 0.02% 709
2019
Q2 		– Sell
-23,857
Closed -$312K – 1087
2019
Q1 		$312K Buy
23,857
+11,534
+94% +$149K 0.01% 691
2018
Q4 		$163K Buy
+12,323
New +$176K 0.01% 835

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

Atria Investments's VALE Position: Q2 2026 in Review

Atria Investments sold out of Vale (VALE) in Q2 2026, closing a stake of 14,579 shares — an estimated $232K sold.

Atria Investments first reported a position in VALE in Q4 2018 and held it in 8 quarters. The position peaked at $1.15M in Q2 2021. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Atria Investments reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 14,579 Vale shares in Q2 2026, an estimated $232K.
  • Atria Investments first reported a position in Vale in Q4 2018 and held it in 8 quarters.
  • Atria Investments's Vale position peaked at $1.15M in Q2 2021.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.