Evergreen Capital Management’s Vale VALE Stock Holding History

Evergreen Capital 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	$377K	Hold	25,049	–	–	0.01%	1071
2026 Q1	$399K	Hold	25,049	–	–	0.01%	928
2025 Q4	$340K	Buy	25,049 +2,230	+10%	+$27.1K	0.01%	966
2025 Q3	$248K	Sell	22,819 -9	-0%	-$92	0.01%	1108
2025 Q2	$222K	Buy	+22,828	New	+$215K	0.01%	979
2022 Q2	–	Sell	-11,649	Closed	-$233K	–	687
2022 Q1	$233K	Buy	11,649 +1,259	+12%	+$21.8K	0.01%	563
2021 Q4	$146K	Buy	+10,390	New	+$138K	0.01%	609

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

Evergreen Capital Management's VALE Position: Q2 2026 in Review

Evergreen Capital Management held its Vale (VALE) position steady in Q2 2026 at 25,049 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #1071.

Evergreen Capital Management first reported a position in VALE in Q4 2021 and has held it in 7 quarters since. The position peaked at $399K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Evergreen Capital Management held 25,049 shares of Vale worth $377K as of Q2 2026.
Evergreen Capital Management left its Vale share count unchanged in Q2 2026.
Vale made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1071 holding.
Evergreen Capital Management first reported a position in Vale in Q4 2021 and has held it in 7 quarters since.
Evergreen Capital Management's Vale position peaked at $399K in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.