CVFG LLC’s Vale VALE Stock Holding History

CVFG 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	$484K	Hold	32,200	–	–	0.05%	191
2026 Q1	$512K	Buy	+32,200	New	+$503K	0.06%	178

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

CVFG LLC's VALE Position: Q2 2026 in Review

CVFG LLC held its Vale (VALE) position steady in Q2 2026 at 32,200 shares worth $484K. The position accounts for 0.05% of the portfolio, ranked #191.

CVFG LLC first reported a position in VALE in Q1 2026 and has held it in 2 quarters since. The position peaked at $512K in Q1 2026. 538 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

CVFG LLC held 32,200 shares of Vale worth $484K as of Q2 2026.
CVFG LLC left its Vale share count unchanged in Q2 2026.
Vale made up 0.05% of CVFG LLC's portfolio in Q2 2026, its #191 holding.
CVFG LLC first reported a position in Vale in Q1 2026 and has held it in 2 quarters since.
CVFG LLC's Vale position peaked at $512K in Q1 2026.
538 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on CVFG LLC's 13F filing for Q2 2026, filed 11 Aug 2026.