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
2025 Q2	–	Sell	-34,061	Closed	-$228K	–	371
2025 Q1	$228K	Buy	+34,061	New	+$322K	0.04%	195

Other funds holding VALE

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fulcrum Asset Management's VALE Position: Q1 2026 in Review

Fulcrum Asset Management sold out of Vale (VALE) in Q1 2026, closing a stake of 28,982 shares — an estimated $380K sold.

Fulcrum Asset Management first reported a position in VALE in Q2 2025 and held it in 3 quarters. The position peaked at $380K in Q4 2025. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

Fulcrum Asset Management reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
Fulcrum Asset Management sold 28,982 Vale shares in Q1 2026, an estimated $380K.
Fulcrum Asset Management first reported a position in Vale in Q2 2025 and held it in 3 quarters.
Fulcrum Asset Management's Vale position peaked at $380K in Q4 2025.
553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Fulcrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.