Belpointe Asset Management’s Vale VALE Stock Holding History

Belpointe Asset 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	$213K	Buy	+14,174	New	+$231K	0.01%	1047
2026 Q1	–	Sell	-69,513	Closed	-$906K	–	1191
2025 Q4	$906K	Buy	+69,513	New	+$844K	0.03%	474
2025 Q3	–	Sell	-10,436	Closed	-$101K	–	1048
2025 Q2	$101K	Hold	10,436	–	–	﹤0.01%	906
2025 Q1	$104K	Sell	10,436 -1,013	-9%	-$9.57K	0.01%	887
2024 Q4	$120K	Buy	11,449 +250	+2%	+$2.54K	0.01%	824
2024 Q3	$131K	Sell	11,199 -2,150	-16%	-$23.1K	0.01%	832
2024 Q2	$149K	Buy	13,349 +2,499	+23%	+$30.1K	0.01%	742
2024 Q1	$132K	Buy	+10,850	New	+$146K	0.01%	760
2023 Q2	–	Sell	-6,429	Closed	-$101K	–	3264
2023 Q1	$101K	Sell	6,429 -2,930	-31%	-$49.6K	0.01%	1300
2022 Q4	$159K	Buy	9,359 +356	+4%	+$5.35K	0.01%	998
2022 Q3	$120K	Buy	+9,003	New	+$118K	0.01%	1070
2022 Q2	–	Sell	-20,939	Closed	-$419K	–	1274
2022 Q1	$419K	Sell	20,939 -8,006	-28%	-$139K	0.03%	600
2021 Q4	$405K	Buy	28,945 +14,166	+96%	+$188K	0.03%	589
2021 Q3	$207K	Buy	+14,779	New	+$290K	0.01%	843

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Belpointe Asset Management's VALE Position: Q2 2026 in Review

Belpointe Asset Management opened a new position in Vale (VALE) in Q2 2026: 14,174 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #1047 among its holdings. This is a return to the name: Belpointe Asset Management previously reported a position in VALE as recently as Q4 2025.

Belpointe Asset Management first reported a position in VALE in Q3 2021 and has held it in 14 quarters since. The position peaked at $906K in Q4 2025. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Belpointe Asset Management held 14,174 shares of Vale worth $213K as of Q2 2026.
Vale was a new Belpointe Asset Management position in Q2 2026.
Vale made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #1047 holding.
Belpointe Asset Management first reported a position in Vale in Q3 2021 and has held it in 14 quarters since.
Belpointe Asset Management's Vale position peaked at $906K in Q4 2025.
542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.