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Kathmere Capital Management’s Vale VALE Stock Holding History

Kathmere Capital 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 		$2.43M Buy
161,853
+18,839
+13% +$307K 0.13% 125
2026
Q1 		$2.28M Buy
143,014
+7,598
+6% +$119K 0.14% 111
2025
Q4 		$1.76M Buy
135,416
+16,752
+14% +$204K 0.12% 121
2025
Q3 		$1.29M Buy
118,664
+39,559
+50% +$404K 0.09% 147
2025
Q2 		$768K Sell
79,105
-3,709
-4% -$34.9K 0.06% 198
2025
Q1 		$826K Buy
82,814
+39,592
+92% +$374K 0.07% 173
2024
Q4 		$383K Sell
43,222
-871
-2% -$8.86K 0.03% 275
2024
Q3 		$515K Buy
44,093
+15,991
+57% +$171K 0.05% 203
2024
Q2 		$314K Buy
28,102
+8,941
+47% +$108K 0.03% 249
2024
Q1 		$234K Buy
19,161
+8,860
+86% +$120K 0.03% 281
2023
Q4 		$163K Buy
+10,301
New +$148K 0.02% 281

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

Kathmere Capital Management's VALE Position: Q2 2026 in Review

Kathmere Capital Management increased its Vale (VALE) stake by 13% in Q2 2026, buying an estimated $307K and bringing the position to 161,853 shares worth $2.43M. The position accounts for 0.13% of the portfolio, ranked #125.

Kathmere Capital Management first reported a position in VALE in Q4 2023 and has held it in 11 quarters since. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Kathmere Capital Management held 161,853 shares of Vale worth $2.43M as of Q2 2026.
  • Kathmere Capital Management bought 18,839 Vale shares in Q2 2026, an estimated $307K.
  • Vale made up 0.13% of Kathmere Capital Management's portfolio in Q2 2026, its #125 holding.
  • Kathmere Capital Management first reported a position in Vale in Q4 2023 and has held it in 11 quarters since.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.