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Diversified Trust’s Vale VALE Stock Holding History

Diversified Trust’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 		$588K Buy
39,115
+2,022
+5% +$32.9K 0.01% 710
2026
Q1 		$590K Buy
37,093
+941
+3% +$14.7K 0.01% 634
2025
Q4 		$471K Sell
36,152
-881
-2% -$10.7K 0.01% 680
2025
Q3 		$402K Buy
+37,033
New +$378K 0.01% 715

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

Diversified Trust's VALE Position: Q2 2026 in Review

Diversified Trust increased its Vale (VALE) stake by 5.5% in Q2 2026, buying an estimated $32.9K and bringing the position to 39,115 shares worth $588K. The position accounts for 0.01% of the portfolio, ranked #710.

Diversified Trust first reported a position in VALE in Q3 2025 and has held it in 4 quarters since. The position peaked at $590K in Q1 2026. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Diversified Trust held 39,115 shares of Vale worth $588K as of Q2 2026.
  • Diversified Trust bought 2,022 Vale shares in Q2 2026, an estimated $32.9K.
  • Vale made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #710 holding.
  • Diversified Trust first reported a position in Vale in Q3 2025 and has held it in 4 quarters since.
  • Diversified Trust's Vale position peaked at $590K in Q1 2026.
  • 542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.