Callan Family Office’s Vale VALE Stock Holding History

Callan Family Office’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	$1.37M	Buy	91,306 +15,088	+20%	+$246K	0.03%	509
2026 Q1	$1.21M	Buy	76,218 +20,854	+38%	+$326K	0.03%	506
2025 Q4	$721K	Buy	55,364 +28,873	+109%	+$351K	0.02%	652
2025 Q3	$288K	Sell	26,491 -10,242	-28%	-$105K	0.01%	723
2025 Q2	$357K	Buy	+36,733	New	+$346K	0.01%	713

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

Callan Family Office's VALE Position: Q2 2026 in Review

Callan Family Office increased its Vale (VALE) stake by 20% in Q2 2026, buying an estimated $246K and bringing the position to 91,306 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #509.

Callan Family Office first reported a position in VALE in Q2 2025 and has held it in 5 quarters since. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Callan Family Office held 91,306 shares of Vale worth $1.37M as of Q2 2026.
Callan Family Office bought 15,088 Vale shares in Q2 2026, an estimated $246K.
Vale made up 0.03% of Callan Family Office's portfolio in Q2 2026, its #509 holding.
Callan Family Office first reported a position in Vale in Q2 2025 and has held it in 5 quarters since.
545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.