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Financial Perspectives’s Vale VALE Stock Holding History

Financial Perspectives’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 		$593K Hold
39,456
– – 0.14% 93
2026
Q1 		$628K Buy
39,456
+140
+0.4% +$2.19K 0.18% 76
2025
Q4 		$512K Hold
39,316
– – 0.14% 94
2025
Q3 		$427K Buy
39,316
+9,775
+33% +$99.8K 0.12% 108
2025
Q2 		$287K Buy
29,541
+1,901
+7% +$17.9K 0.09% 122
2025
Q1 		$276K Buy
27,640
+138
+0.5% +$1.3K 0.09% 116
2024
Q4 		$244K Sell
27,502
-8,610
-24% -$87.6K 0.08% 126
2024
Q3 		$422K Buy
36,112
+6,038
+20% +$64.7K 0.15% 89
2024
Q2 		$336K Hold
30,074
– – 0.12% 100
2024
Q1 		$367K Buy
30,074
+2,272
+8% +$30.7K 0.14% 89
2023
Q4 		$441K Buy
27,802
+7,438
+37% +$107K 0.18% 72
2023
Q3 		$273K Buy
20,364
+1,877
+10% +$25.5K 0.12% 99
2023
Q2 		$248K Hold
18,487
– – 0.11% 108
2023
Q1 		$292K Buy
18,487
+66
+0.4% +$1.12K 0.14% 93
2022
Q4 		$313K Hold
18,421
– – 0.16% 87
2022
Q3 		$245K Buy
18,421
+4,954
+37% +$65.2K 0.14% 99
2022
Q2 		$197K Buy
13,467
+679
+5% +$11.6K 0.11% 117
2022
Q1 		$256K Buy
12,788
+3,848
+43% +$66.6K 0.12% 110
2021
Q4 		$125K Sell
8,940
-1,570
-15% -$20.9K 0.06% 155
2021
Q3 		$147K Buy
10,510
+3,983
+61% +$78.1K 0.07% 143
2021
Q2 		$149K Hold
6,527
– – 0.07% 147
2021
Q1 		$113K Buy
+6,527
New +$114K 0.06% 168
2020
Q1 		– Sell
-100
Closed -$1.32K – 545
2019
Q4 		$1.32K Buy
+100
New +$1.2K ﹤0.01% 471

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 Perspectives's VALE Position: Q2 2026 in Review

Financial Perspectives held its Vale (VALE) position steady in Q2 2026 at 39,456 shares worth $593K. The position accounts for 0.14% of the portfolio, ranked #93.

Financial Perspectives first reported a position in VALE in Q4 2019 and has held it in 23 quarters since. The position peaked at $628K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Financial Perspectives held 39,456 shares of Vale worth $593K as of Q2 2026.
  • Financial Perspectives left its Vale share count unchanged in Q2 2026.
  • Vale made up 0.14% of Financial Perspectives's portfolio in Q2 2026, its #93 holding.
  • Financial Perspectives first reported a position in Vale in Q4 2019 and has held it in 23 quarters since.
  • Financial Perspectives's Vale position peaked at $628K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.