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LRI Investments’s Vale VALE Stock Holding History

LRI Investments’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 		$76.4K Buy
+5,081
New +$82.8K 0.01% 491

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
RAM
RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return
MOS
MGO One Seven Beachwood, Ohio $6.06B AUM 28.9% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LRI Investments's VALE Position: Q2 2026 in Review

LRI Investments opened a new position in Vale (VALE) in Q2 2026: 5,081 shares worth $76.4K. The stake represents 0.01% of the portfolio and ranks #491 among its holdings.

178 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • LRI Investments held 5,081 shares of Vale worth $76.4K as of Q2 2026.
  • Vale was a new LRI Investments position in Q2 2026.
  • Vale made up 0.01% of LRI Investments's portfolio in Q2 2026, its #491 holding.
  • 178 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.