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Blue Trust Inc’s Vale VALE Stock Holding History

Blue Trust Inc’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 Sell
14,157
-83
-0.6% -$1.35K ﹤0.01% 769
2026
Q1 		$227K Sell
14,240
-942
-6% -$14.7K ﹤0.01% 728
2025
Q4 		$198K Sell
15,182
-950
-6% -$11.5K ﹤0.01% 777
2025
Q3 		$175K Buy
16,132
+194
+1% +$1.98K ﹤0.01% 855
2025
Q2 		$155K Sell
15,938
-9,938
-38% -$93.6K ﹤0.01% 864
2025
Q1 		$258K Buy
25,876
+1,248
+5% +$11.8K ﹤0.01% 622
2024
Q4 		$218K Buy
24,628
+7,159
+41% +$72.9K ﹤0.01% 612
2024
Q3 		$195K Buy
17,469
+2,589
+17% +$27.8K ﹤0.01% 862
2024
Q2 		$181K Buy
14,880
+3,794
+34% +$45.6K ﹤0.01% 749
2024
Q1 		$135K Buy
11,086
+989
+10% +$13.4K ﹤0.01% 628
2023
Q4 		$136K Buy
10,097
+932
+10% +$13.4K ﹤0.01% 574
2023
Q3 		$123K Buy
9,165
+4,306
+89% +$58.6K ﹤0.01% 566
2023
Q2 		$76K Sell
4,859
-14,657
-75% -$208K ﹤0.01% 568
2023
Q1 		$331K Buy
19,516
+5,185
+36% +$87.8K 0.01% 381
2022
Q4 		$191K Buy
14,331
+8,347
+139% +$125K ﹤0.01% 468
2022
Q3 		$88K Sell
5,984
-7,613
-56% -$100K ﹤0.01% 571
2022
Q2 		$272K Buy
+13,597
New +$232K ﹤0.01% 277

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

Blue Trust Inc's VALE Position: Q2 2026 in Review

Blue Trust Inc reduced its Vale (VALE) stake by 0.58% in Q2 2026, selling an estimated $1.35K and leaving 14,157 shares worth $213K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Blue Trust Inc first reported a position in VALE in Q2 2022 and has held it in 17 quarters since. The position peaked at $331K in Q1 2023. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Blue Trust Inc held 14,157 shares of Vale worth $213K as of Q2 2026.
  • Blue Trust Inc sold 83 Vale shares in Q2 2026, an estimated $1.35K.
  • Vale made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #769 holding.
  • Blue Trust Inc first reported a position in Vale in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Vale position peaked at $331K in Q1 2023.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.