Clearstead Advisors’s Vale VALE Stock Holding History

Clearstead Advisors’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	$73.7K	Buy	4,897 +60	+1%	+$977	﹤0.01%	1375
2026 Q1	$77K	Buy	4,837 +4,137	+591%	+$64.6K	﹤0.01%	1203
2025 Q4	$9.12K	Buy	+700	New	+$8.5K	﹤0.01%	1899
2024 Q2	–	Sell	-173	Closed	-$2.17K	–	2074
2024 Q1	$2.17K	Sell	173 -490	-74%	-$6.62K	﹤0.01%	1295
2023 Q4	$10.5K	Buy	663 +173	+35%	+$2.48K	﹤0.01%	1052
2023 Q3	$6.57K	Hold	490	–	–	﹤0.01%	1049
2023 Q2	$6.58K	Hold	490	–	–	﹤0.01%	1022
2023 Q1	$7.73K	Hold	490	–	–	﹤0.01%	981
2022 Q4	$8.31K	Hold	490	–	–	﹤0.01%	928
2022 Q3	$7K	Hold	490	–	–	﹤0.01%	944
2022 Q2	$7K	Hold	490	–	–	﹤0.01%	971
2022 Q1	$10K	Hold	490	–	–	﹤0.01%	990
2021 Q4	$7K	Hold	490	–	–	﹤0.01%	965
2021 Q3	$7K	Hold	490	–	–	﹤0.01%	991
2021 Q2	$11K	Hold	490	–	–	﹤0.01%	791
2021 Q1	$9K	Hold	490	–	–	﹤0.01%	805
2020 Q4	$8K	Buy	+490	New	+$6.53K	﹤0.01%	759

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

Clearstead Advisors's VALE Position: Q2 2026 in Review

Clearstead Advisors increased its Vale (VALE) stake by 1.2% in Q2 2026, buying an estimated $977 and bringing the position to 4,897 shares worth $73.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1375.

Clearstead Advisors first reported a position in VALE in Q4 2020 and has held it in 17 quarters since. The position peaked at $77K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Clearstead Advisors held 4,897 shares of Vale worth $73.7K as of Q2 2026.
Clearstead Advisors bought 60 Vale shares in Q2 2026, an estimated $977.
Vale made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1375 holding.
Clearstead Advisors first reported a position in Vale in Q4 2020 and has held it in 17 quarters since.
Clearstead Advisors's Vale position peaked at $77K in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.