Longfellow Investment Management’s Vale VALE Stock Holding History

Longfellow Investment 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	$1.55M	Sell	102,730 -15,252	-13%	-$248K	0.32%	66
2026 Q1	$1.88M	Sell	117,982 -121,448	-51%	-$1.9M	0.39%	50
2025 Q4	$3.12M	Sell	239,430 -36,655	-13%	-$445K	0.7%	18
2025 Q3	$3M	Hold	276,085	–	–	0.71%	22
2025 Q2	$2.68M	Hold	276,085	–	–	0.66%	21
2025 Q1	$2.76M	Buy	276,085 +89,307	+48%	+$844K	0.67%	19
2024 Q4	$1.66M	Hold	186,778	–	–	0.43%	28
2024 Q3	$2.18M	Hold	186,778	–	–	0.55%	23
2024 Q2	$2.09M	Hold	186,778	–	–	0.52%	25
2024 Q1	$2.28M	Hold	186,778	–	–	0.51%	22
2023 Q4	$2.96M	Hold	186,778	–	–	0.73%	20
2023 Q3	$2.5M	Buy	186,778 +25,303	+16%	+$344K	0.66%	21
2023 Q2	$2.17M	Hold	161,475	–	–	0.5%	27
2023 Q1	$2.55M	Hold	161,475	–	–	0.58%	16
2022 Q4	$2.74M	Hold	161,475	–	–	0.62%	19
2022 Q3	$2.15M	Sell	161,475 -40,957	-20%	-$539K	0.44%	48
2022 Q2	$2.96M	Buy	202,432 +56,306	+39%	+$962K	0.64%	15
2022 Q1	$2.92M	Buy	+146,126	New	+$2.53M	0.47%	52
2021 Q3	–	Sell	-71,767	Closed	-$1.64M	–	446
2021 Q2	$1.64M	Hold	71,767	–	–	0.23%	95
2021 Q1	$1.25M	Buy	+71,767	New	+$1.25M	0.15%	152

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

Longfellow Investment Management's VALE Position: Q2 2026 in Review

Longfellow Investment Management reduced its Vale (VALE) stake by 13% in Q2 2026, selling an estimated $248K and leaving 102,730 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #66.

Longfellow Investment Management first reported a position in VALE in Q1 2021 and has held it in 20 quarters since. The position peaked at $3.12M in Q4 2025. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Longfellow Investment Management held 102,730 shares of Vale worth $1.55M as of Q2 2026.
Longfellow Investment Management sold 15,252 Vale shares in Q2 2026, an estimated $248K.
Vale made up 0.32% of Longfellow Investment Management's portfolio in Q2 2026, its #66 holding.
Longfellow Investment Management first reported a position in Vale in Q1 2021 and has held it in 20 quarters since.
Longfellow Investment Management's Vale position peaked at $3.12M in Q4 2025.
542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.