Cerity Partners
VALE icon

Cerity Partners’s Vale VALE Stock Holding History

Cerity Partners’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 		$648K Buy
40,525
+2,011
+5% +$31.4K ﹤0.01% 2123
2025
Q4 		$502K Buy
38,514
+9,287
+32% +$113K ﹤0.01% 2108
2025
Q3 		$317K Buy
29,227
+11,543
+65% +$118K ﹤0.01% 2242
2025
Q2 		$172K Sell
17,684
-3,382
-16% -$31.9K ﹤0.01% 2391
2025
Q1 		$210K Buy
21,066
+4,344
+26% +$41K ﹤0.01% 2195
2024
Q4 		$158K Buy
16,722
+6,001
+56% +$61.1K ﹤0.01% 2279
2024
Q3 		$125K Buy
+10,721
New +$115K ﹤0.01% 2403
2024
Q2 		– Sell
-14,936
Closed -$182K – 2414
2024
Q1 		$182K Sell
14,936
-3,080
-17% -$41.6K ﹤0.01% 2131
2023
Q4 		$286K Buy
18,016
+2,399
+15% +$34.4K ﹤0.01% 1549
2023
Q3 		$209K Sell
15,617
-13,337
-46% -$182K ﹤0.01% 1275
2023
Q2 		$389K Sell
28,954
-8,800
-23% -$125K ﹤0.01% 1290
2023
Q1 		$3.43M Buy
+37,754
New +$640K 0.01% 569
2022
Q3 		– Sell
-23,433
Closed -$341K – 1269
2022
Q2 		$341K Buy
+23,433
New +$400K ﹤0.01% 866

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cerity Partners's VALE Position: Q1 2026 in Review

Cerity Partners increased its Vale (VALE) stake by 5.2% in Q1 2026, buying an estimated $31.4K and bringing the position to 40,525 shares worth $648K. The position accounts for ﹤0.01% of the portfolio, ranked #2123.

Cerity Partners first reported a position in VALE in Q2 2022 and has held it in 13 quarters since. The position peaked at $3.43M in Q1 2023. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Cerity Partners held 40,525 shares of Vale worth $648K as of Q1 2026.
  • Cerity Partners bought 2,011 Vale shares in Q1 2026, an estimated $31.4K.
  • Vale made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2123 holding.
  • Cerity Partners first reported a position in Vale in Q2 2022 and has held it in 13 quarters since.
  • Cerity Partners's Vale position peaked at $3.43M in Q1 2023.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.