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 Q3	$1.1M	Buy	82,079 +67,905	+479%	+$989K	0.03%	495
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%	-$9.6K	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%	-$23K	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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Belpointe Asset Management's VALE Position: Q3 2026 in Review

Belpointe Asset Management increased its Vale (VALE) stake by 479% in Q3 2026, buying an estimated $989K and bringing the position to 82,079 shares worth $1.1M. The position accounts for 0.03% of the portfolio, ranked #495.

Belpointe Asset Management first reported a position in VALE in Q3 2021 and has held it in 15 quarters since. 305 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

Belpointe Asset Management held 82,079 shares of Vale worth $1.1M as of Q3 2026.
Belpointe Asset Management bought 67,905 Vale shares in Q3 2026, an estimated $989K.
Vale made up 0.03% of Belpointe Asset Management's portfolio in Q3 2026, its #495 holding.
Belpointe Asset Management first reported a position in Vale in Q3 2021 and has held it in 15 quarters since.
305 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Belpointe Asset Management's 13F filing for Q3 2026, filed 9 Nov 2026.