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Financial Consulate’s Vale VALE Stock Holding History

Financial Consulate’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 		$8.17K Sell
543
-116
-18% -$1.89K ﹤0.01% 726
2026
Q1 		$10.5K Buy
659
+159
+32% +$2.48K ﹤0.01% 627
2025
Q4 		$6.51K Buy
+500
New +$6.07K ﹤0.01% 687

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

Financial Consulate's VALE Position: Q2 2026 in Review

Financial Consulate reduced its Vale (VALE) stake by 18% in Q2 2026, selling an estimated $1.89K and leaving 543 shares worth $8.17K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Financial Consulate first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.5K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Financial Consulate held 543 shares of Vale worth $8.17K as of Q2 2026.
  • Financial Consulate sold 116 Vale shares in Q2 2026, an estimated $1.89K.
  • Vale made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #726 holding.
  • Financial Consulate first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
  • Financial Consulate's Vale position peaked at $10.5K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.