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Bell Investment Advisors’s Vale VALE Stock Holding History

Bell Investment 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 		$6.35K Hold
422
– – ﹤0.01% 887
2026
Q1 		$6.71K Hold
422
– – ﹤0.01% 838
2025
Q4 		$5.5K Hold
422
– – ﹤0.01% 933
2025
Q3 		$4.58K Buy
422
+179
+74% +$1.83K ﹤0.01% 974
2025
Q2 		$2.36K Buy
243
+145
+148% +$1.37K ﹤0.01% 1308
2025
Q1 		$979 Sell
98
-292
-75% -$2.76K ﹤0.01% 1557
2024
Q4 		$3.46K Buy
390
+292
+298% +$2.97K ﹤0.01% 1110
2024
Q3 		$1.15K Sell
98
-119
-55% -$1.28K ﹤0.01% 1554
2024
Q2 		$2.42K Buy
217
+80
+58% +$962 ﹤0.01% 1268
2024
Q1 		$1.67K Sell
137
-120
-47% -$1.62K ﹤0.01% 1428
2023
Q4 		$4.08K Buy
257
+39
+18% +$559 ﹤0.01% 982
2023
Q3 		$2.92K Buy
218
+36
+20% +$490 ﹤0.01% 1096
2023
Q2 		$2.44K Sell
182
-62
-25% -$878 ﹤0.01% 1198
2023
Q1 		$3.85K Buy
244
+32
+15% +$542 ﹤0.01% 906
2022
Q4 		$3.6K Sell
212
-10
-5% -$150 ﹤0.01% 979
2022
Q3 		$3K Buy
222
+40
+22% +$526 ﹤0.01% 990
2022
Q2 		$3K Buy
+182
New +$3.11K ﹤0.01% 1035
2021
Q4 		$2K Buy
140
+84
+150% +$1.12K ﹤0.01% 1250
2021
Q3 		$1K Buy
+56
New +$1.1K ﹤0.01% 1598

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

Bell Investment Advisors's VALE Position: Q2 2026 in Review

Bell Investment Advisors held its Vale (VALE) position steady in Q2 2026 at 422 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Bell Investment Advisors first reported a position in VALE in Q3 2021 and has held it in 19 quarters since. The position peaked at $6.71K in Q1 2026. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Bell Investment Advisors held 422 shares of Vale worth $6.35K as of Q2 2026.
  • Bell Investment Advisors left its Vale share count unchanged in Q2 2026.
  • Vale made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #887 holding.
  • Bell Investment Advisors first reported a position in Vale in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's Vale position peaked at $6.71K in Q1 2026.
  • 545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.