LEA
VALE icon

Legacy Edge Advisors’s Vale VALE Stock Holding History

Legacy Edge Advisors’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 		$203K Hold
13,500
– – 0.02% 239
2026
Q1 		$215K Hold
13,500
– – 0.02% 218
2025
Q4 		$176K Buy
+13,500
New +$164K 0.02% 217

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

Legacy Edge Advisors's VALE Position: Q2 2026 in Review

Legacy Edge Advisors held its Vale (VALE) position steady in Q2 2026 at 13,500 shares worth $203K. The position accounts for 0.02% of the portfolio, ranked #239.

Legacy Edge Advisors first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. The position peaked at $215K in Q1 2026. 543 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Legacy Edge Advisors held 13,500 shares of Vale worth $203K as of Q2 2026.
  • Legacy Edge Advisors left its Vale share count unchanged in Q2 2026.
  • Vale made up 0.02% of Legacy Edge Advisors's portfolio in Q2 2026, its #239 holding.
  • Legacy Edge Advisors first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Vale position peaked at $215K in Q1 2026.
  • 543 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.