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Beacon Pointe Advisors’s Vale VALE Stock Holding History

Beacon Pointe Advisors’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 		$154K Buy
+10,239
New +$167K ﹤0.01% 1840
2023
Q4 		– Sell
-52,330
Closed -$701K – 1401
2023
Q3 		$701K Buy
+52,330
New +$712K 0.01% 745
2023
Q2 		– Sell
-52,298
Closed -$825K – 1195
2023
Q1 		$825K Buy
+52,298
New +$886K 0.01% 595

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

Beacon Pointe Advisors's VALE Position: Q2 2026 in Review

Beacon Pointe Advisors opened a new position in Vale (VALE) in Q2 2026: 10,239 shares worth $154K. The stake represents ﹤0.01% of the portfolio and ranks #1840 among its holdings. This is a return to the name: Beacon Pointe Advisors previously reported a position in VALE as recently as Q3 2023.

Beacon Pointe Advisors first reported a position in VALE in Q1 2023 and has held it in 3 quarters since. The position peaked at $825K in Q1 2023. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Beacon Pointe Advisors held 10,239 shares of Vale worth $154K as of Q2 2026.
  • Vale was a new Beacon Pointe Advisors position in Q2 2026.
  • Vale made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1840 holding.
  • Beacon Pointe Advisors first reported a position in Vale in Q1 2023 and has held it in 3 quarters since.
  • Beacon Pointe Advisors's Vale position peaked at $825K in Q1 2023.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.