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Larson Financial Group’s Vale VALE Stock Holding History

Larson Financial 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
Q1 		$171K Buy
10,730
+515
+5% +$8.04K 0.01% 772
2025
Q4 		$133K Buy
10,215
+8,133
+391% +$98.8K ﹤0.01% 827
2025
Q3 		$22.6K Buy
2,082
+1,082
+108% +$11K ﹤0.01% 1569
2025
Q2 		$9.71K Hold
1,000
– – ﹤0.01% 1821
2025
Q1 		$9.98K Hold
1,000
– – ﹤0.01% 1633
2024
Q4 		$8.87K Hold
1,000
– – ﹤0.01% 1524
2024
Q3 		$11.7K Sell
1,000
-7,121
-88% -$76.3K ﹤0.01% 1420
2024
Q2 		$90.7K Buy
8,121
+448
+6% +$5.39K 0.01% 671
2024
Q1 		$93.5K Sell
7,673
-798
-9% -$10.8K 0.01% 557
2023
Q4 		$134K Buy
+8,471
New +$121K 0.01% 434
2023
Q2 		– Sell
-62
Closed -$978 – 1629
2023
Q1 		$978 Hold
62
– – ﹤0.01% 1346
2022
Q4 		$1.05K Hold
62
– – ﹤0.01% 1288
2022
Q3 		$1K Buy
+62
New +$816 ﹤0.01% 1257
2021
Q3 		– Sell
-136
Closed -$3K – 952
2021
Q2 		$3K Buy
+136
New +$2.84K ﹤0.01% 706

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Larson Financial Group's VALE Position: Q1 2026 in Review

Larson Financial Group increased its Vale (VALE) stake by 5% in Q1 2026, buying an estimated $8.04K and bringing the position to 10,730 shares worth $171K. The position accounts for 0.01% of the portfolio, ranked #772.

Larson Financial Group first reported a position in VALE in Q2 2021 and has held it in 14 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Larson Financial Group held 10,730 shares of Vale worth $171K as of Q1 2026.
  • Larson Financial Group bought 515 Vale shares in Q1 2026, an estimated $8.04K.
  • Vale made up 0.01% of Larson Financial Group's portfolio in Q1 2026, its #772 holding.
  • Larson Financial Group first reported a position in Vale in Q2 2021 and has held it in 14 quarters since.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.