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 Q2	$624K	Buy	41,455 +930	+2%	+$15.2K	﹤0.01%	2299
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 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

Cerity Partners's VALE Position: Q2 2026 in Review

Cerity Partners increased its Vale (VALE) stake by 2.3% in Q2 2026, buying an estimated $15.2K and bringing the position to 41,455 shares worth $624K. The position accounts for ﹤0.01% of the portfolio, ranked #2299.

Cerity Partners first reported a position in VALE in Q2 2022 and has held it in 14 quarters since. The position peaked at $3.43M in Q1 2023. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Cerity Partners held 41,455 shares of Vale worth $624K as of Q2 2026.
Cerity Partners bought 930 Vale shares in Q2 2026, an estimated $15.2K.
Vale made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2299 holding.
Cerity Partners first reported a position in Vale in Q2 2022 and has held it in 14 quarters since.
Cerity Partners's Vale position peaked at $3.43M in Q1 2023.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.