LPL Financial
VALE icon

LPL Financial’s Vale VALE Stock Holding History

LPL Financial’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
2024
Q1 		– Sell
-29,700
Closed -$471K – 5032
2023
Q4 		$471K Hold
29,700
– – ﹤0.01% 3713
2023
Q3 		$398K Hold
29,700
– – ﹤0.01% 3665
2023
Q2 		$399K Hold
29,700
– – ﹤0.01% 3635
2023
Q1 		$469K Buy
+29,700
New +$503K ﹤0.01% 3391

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 $81.4B AUM 40.71% 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

LPL Financial's VALE Position: Q1 2026 in Review

LPL Financial increased its Vale (VALE) stake by 7.2% in Q1 2026, buying an estimated $1.14M and bringing the position to 1,092,561 shares worth $17.4M. The position accounts for ﹤0.01% of the portfolio, ranked #1563.

LPL Financial first reported a position in VALE in Q2 2013 and has held it in 52 quarters since. 554 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • LPL Financial held 1,092,561 shares of Vale worth $17.4M as of Q1 2026.
  • LPL Financial bought 73,211 Vale shares in Q1 2026, an estimated $1.14M.
  • Vale made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1563 holding.
  • LPL Financial first reported a position in Vale in Q2 2013 and has held it in 52 quarters since.
  • 554 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.