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Capital Analysts LLC’s Vale VALE Stock Holding History

Capital Analysts LLC’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 		$122K Hold
8,087
– – ﹤0.01% 787
2026
Q1 		$129K Sell
8,087
-1,644
-17% -$25.7K ﹤0.01% 735
2025
Q4 		$127K Buy
9,731
+2,402
+33% +$29.2K ﹤0.01% 716
2025
Q3 		$80K Buy
7,329
+2,244
+44% +$22.9K ﹤0.01% 788
2025
Q2 		$49K Hold
5,085
– – ﹤0.01% 816
2025
Q1 		$51K Buy
+5,085
New +$48.1K ﹤0.01% 788
2024
Q4 		– Sell
-4,892
Closed -$57K – 1386
2024
Q3 		$57K Hold
4,892
– – ﹤0.01% 694
2024
Q2 		$55K Hold
4,892
– – ﹤0.01% 689
2024
Q1 		$60K Sell
4,892
-689
-12% -$9.3K ﹤0.01% 630
2023
Q4 		$89K Buy
5,581
+1,252
+29% +$17.9K ﹤0.01% 549
2023
Q3 		$58K Buy
4,329
+38
+0.9% +$517 ﹤0.01% 582
2023
Q2 		$58K Hold
4,291
– – ﹤0.01% 555
2023
Q1 		$68K Hold
4,291
– – ﹤0.01% 531
2022
Q4 		$73K Sell
4,291
-24
-0.6% -$361 ﹤0.01% 558
2022
Q3 		$57K Buy
4,315
+24
+0.6% +$316 ﹤0.01% 545
2022
Q2 		$63K Buy
4,291
+136
+3% +$2.32K ﹤0.01% 518
2022
Q1 		$83K Hold
4,155
– – 0.01% 463
2021
Q4 		$58K Sell
4,155
-143
-3% -$1.9K ﹤0.01% 550
2021
Q3 		$60K Hold
4,298
– – ﹤0.01% 550
2021
Q2 		$98K Buy
4,298
+2,203
+105% +$46.1K 0.01% 452
2021
Q1 		$36K Buy
+2,095
New +$36.6K ﹤0.01% 639
2014
Q1 		– Sell
-54,786
Closed -$835K – 364
2013
Q4 		$835K Sell
54,786
-2,338
-4% -$36.4K 0.23% 99
2013
Q3 		$892K Buy
57,124
+54,459
+2,043% +$806K 0.27% 91
2013
Q2 		$35K Buy
+2,665
New +$41.8K 0.01% 210

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

Capital Analysts LLC's VALE Position: Q2 2026 in Review

Capital Analysts LLC held its Vale (VALE) position steady in Q2 2026 at 8,087 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #787.

Capital Analysts LLC first reported a position in VALE in Q2 2013 and has held it in 24 quarters since. The position peaked at $892K in Q3 2013. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Capital Analysts LLC held 8,087 shares of Vale worth $122K as of Q2 2026.
  • Capital Analysts LLC left its Vale share count unchanged in Q2 2026.
  • Vale made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #787 holding.
  • Capital Analysts LLC first reported a position in Vale in Q2 2013 and has held it in 24 quarters since.
  • Capital Analysts LLC's Vale position peaked at $892K in Q3 2013.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.