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 Q2	$165K	Buy	10,972 +242	+2%	+$3.94K	﹤0.01%	932
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 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

Larson Financial Group's VALE Position: Q2 2026 in Review

Larson Financial Group increased its Vale (VALE) stake by 2.3% in Q2 2026, buying an estimated $3.94K and bringing the position to 10,972 shares worth $165K. The position accounts for ﹤0.01% of the portfolio, ranked #932.

Larson Financial Group first reported a position in VALE in Q2 2021 and has held it in 15 quarters since. The position peaked at $171K in Q1 2026. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Larson Financial Group held 10,972 shares of Vale worth $165K as of Q2 2026.
Larson Financial Group bought 242 Vale shares in Q2 2026, an estimated $3.94K.
Vale made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #932 holding.
Larson Financial Group first reported a position in Vale in Q2 2021 and has held it in 15 quarters since.
Larson Financial Group's Vale position peaked at $171K in Q1 2026.
542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.