Fulcrum Asset Management’s Vale VALE Stock Holding History

Fulcrum Asset 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	$436K	Buy	+28,982	New	+$472K	0.04%	300
2026 Q1	–	Sell	-28,982	Closed	-$380K	–	232
2025 Q4	$380K	Sell	28,982 -2,896	-9%	-$35.2K	0.11%	105
2025 Q3	$346K	Sell	31,878 -1,957	-6%	-$20K	0.1%	103
2025 Q2	$329K	Buy	+33,835	New	+$319K	0.09%	118
2022 Q1	–	Hold	0	–	–	–	150
2021 Q2	–	Hold	0	–	–	–	105
2021 Q1	–	Hold	0	–	–	–	102

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

Fulcrum Asset Management's VALE Position: Q2 2026 in Review

Fulcrum Asset Management opened a new position in Vale (VALE) in Q2 2026: 28,982 shares worth $436K. The stake represents 0.04% of the portfolio and ranks #300 among its holdings. This is a return to the name: Fulcrum Asset Management previously reported a position in VALE as recently as Q4 2025.

Fulcrum Asset Management first reported a position in VALE in Q2 2025 and has held it in 4 quarters since. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Fulcrum Asset Management held 28,982 shares of Vale worth $436K as of Q2 2026.
Vale was a new Fulcrum Asset Management position in Q2 2026.
Vale made up 0.04% of Fulcrum Asset Management's portfolio in Q2 2026, its #300 holding.
Fulcrum Asset Management first reported a position in Vale in Q2 2025 and has held it in 4 quarters since.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Fulcrum Asset Management's 13F filing for Q2 2026, filed 18 Aug 2026.