FAM
VALE icon

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
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

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.