LEA
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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 		– Sell
-13,500
Closed -$215K – 233
2026
Q1 		$215K Hold
13,500
– – 0.02% 218
2025
Q4 		$176K Buy
+13,500
New +$164K 0.02% 217

Other funds holding VALE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Legacy Edge Advisors sold out of Vale (VALE) in Q2 2026, closing a stake of 13,500 shares — an estimated $215K sold.

Legacy Edge Advisors first reported a position in VALE in Q4 2025 and held it in 2 quarters. The position peaked at $215K in Q1 2026. 286 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Legacy Edge Advisors reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Legacy Edge Advisors sold 13,500 Vale shares in Q2 2026, an estimated $215K.
  • Legacy Edge Advisors first reported a position in Vale in Q4 2025 and held it in 2 quarters.
  • Legacy Edge Advisors's Vale position peaked at $215K in Q1 2026.
  • 286 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.