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Cape Investment Advisory’s Vale VALE Stock Holding History

Cape Investment Advisory’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
Q1 		– Sell
-670
Closed -$8.73K – 1160
2025
Q4 		$8.73K Buy
670
+317
+90% +$3.85K ﹤0.01% 782
2025
Q3 		$3.83K Sell
353
-369
-51% -$3.77K ﹤0.01% 569
2025
Q2 		$7.01K Buy
722
+212
+42% +$2K ﹤0.01% 696
2025
Q1 		$5.09K Hold
510
– – ﹤0.01% 741
2024
Q4 		$4.52K Buy
+510
New +$5.19K ﹤0.01% 762
2024
Q1 		– Sell
-3,239
Closed -$51.4K – 1170
2023
Q4 		$51.4K Buy
3,239
+3,220
+16,947% +$46.2K 0.03% 346
2023
Q3 		$255 Hold
19
– – ﹤0.01% 894
2023
Q2 		$255 Buy
+19
New +$269 ﹤0.01% 875

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cape Investment Advisory's VALE Position: Q1 2026 in Review

Cape Investment Advisory sold out of Vale (VALE) in Q1 2026, closing a stake of 670 shares — an estimated $8.73K sold.

Cape Investment Advisory first reported a position in VALE in Q2 2023 and held it in 8 quarters. The position peaked at $51.4K in Q4 2023. 557 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Cape Investment Advisory reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 670 Vale shares in Q1 2026, an estimated $8.73K.
  • Cape Investment Advisory first reported a position in Vale in Q2 2023 and held it in 8 quarters.
  • Cape Investment Advisory's Vale position peaked at $51.4K in Q4 2023.
  • 557 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.