Cadence Wealth Management’s Vale VALE Stock Holding History

Cadence Wealth 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	$736K	Buy	48,947 +2,515	+5%	+$41K	0.33%	39
2026 Q1	$739K	Buy	46,432 +2,788	+6%	+$43.5K	0.31%	38
2025 Q4	$569K	Buy	43,644 +185	+0.4%	+$2.25K	0.27%	36
2025 Q3	$472K	Buy	43,459 +2,645	+6%	+$27K	0.25%	41
2025 Q2	$396K	Buy	+40,814	New	+$384K	0.26%	38

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

Cadence Wealth Management's VALE Position: Q2 2026 in Review

Cadence Wealth Management increased its Vale (VALE) stake by 5.4% in Q2 2026, buying an estimated $41K and bringing the position to 48,947 shares worth $736K. The position accounts for 0.33% of the portfolio, ranked #39.

Cadence Wealth Management first reported a position in VALE in Q2 2025 and has held it in 5 quarters since. The position peaked at $739K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Cadence Wealth Management held 48,947 shares of Vale worth $736K as of Q2 2026.
Cadence Wealth Management bought 2,515 Vale shares in Q2 2026, an estimated $41K.
Vale made up 0.33% of Cadence Wealth Management's portfolio in Q2 2026, its #39 holding.
Cadence Wealth Management first reported a position in Vale in Q2 2025 and has held it in 5 quarters since.
Cadence Wealth Management's Vale position peaked at $739K in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Cadence Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.