EWM
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Empirical Wealth Management’s Vale VALE Stock Holding History

Empirical Wealth Management’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 		$666K Buy
44,295
+1,567
+4% +$25.5K 0.01% 548
2026
Q1 		$680K Buy
42,728
+8,470
+25% +$132K 0.01% 460
2025
Q4 		$446K Buy
+34,258
New +$416K 0.01% 558

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Empirical Wealth Management's VALE Position: Q2 2026 in Review

Empirical Wealth Management increased its Vale (VALE) stake by 3.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 44,295 shares worth $666K. The position accounts for 0.01% of the portfolio, ranked #548.

Empirical Wealth Management first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. The position peaked at $680K in Q1 2026. 325 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Empirical Wealth Management held 44,295 shares of Vale worth $666K as of Q2 2026.
  • Empirical Wealth Management bought 1,567 Vale shares in Q2 2026, an estimated $25.5K.
  • Vale made up 0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #548 holding.
  • Empirical Wealth Management first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
  • Empirical Wealth Management's Vale position peaked at $680K in Q1 2026.
  • 325 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.