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
Q2 		– Sell
-1,300
Closed -$20.7K – 3574
2026
Q1 		$20.7K Buy
+1,300
New +$20.3K ﹤0.01% 3180

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

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.