Foster Group
VALE icon

Foster Group’s Vale VALE Stock Holding History

Foster Group’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
Q3 		$157K Buy
11,697
+758
+7% +$11K ﹤0.01% 305
2026
Q2 		$165K Buy
10,939
+473
+5% +$7.71K ﹤0.01% 309
2026
Q1 		$167K Buy
10,466
+84
+0.8% +$1.31K 0.01% 278
2025
Q4 		$135K Buy
+10,382
New +$126K ﹤0.01% 293
2025
Q2 		– Sell
-13,767
Closed -$137K – 275
2025
Q1 		$137K Buy
+13,767
New +$130K 0.01% 218

Other funds holding VALE

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
BASWMI
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM
GMFG
Greater Midwest Financial Group St. Paul, Minnesota $213M AUM 49.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
Perpetual Ltd
Perpetual Ltd Sydney, New South Wales, Australia $6.57B AUM 14.15% 1-Year Est. Return
LVW Advisors
LVW Advisors Pittsford, New York $1.19B AUM 19.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Redhawk Wealth Advisors
Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

Foster Group's VALE Position: Q3 2026 in Review

Foster Group increased its Vale (VALE) stake by 6.9% in Q3 2026, buying an estimated $11K and bringing the position to 11,697 shares worth $157K. The position accounts for ﹤0.01% of the portfolio, ranked #305.

Foster Group first reported a position in VALE in Q1 2025 and has held it in 5 quarters since. The position peaked at $167K in Q1 2026. 61 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Foster Group held 11,697 shares of Vale worth $157K as of Q3 2026.
  • Foster Group bought 758 Vale shares in Q3 2026, an estimated $11K.
  • Vale made up ﹤0.01% of Foster Group's portfolio in Q3 2026, its #305 holding.
  • Foster Group first reported a position in Vale in Q1 2025 and has held it in 5 quarters since.
  • Foster Group's Vale position peaked at $167K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.