LVW Advisors’s Vale VALE Stock Holding History

LVW 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	$2.08M	Buy	138,477 +37,050	+37%	+$604K	0.18%	73
2026 Q1	$1.61M	Buy	101,427 +73,489	+263%	+$1.15M	0.15%	77
2025 Q4	$364K	Buy	+27,938	New	+$339K	0.04%	242
2024 Q1	–	Sell	-14,116	Closed	-$224K	–	295
2023 Q4	$224K	Buy	+14,116	New	+$202K	0.04%	238
2023 Q2	–	Sell	-10,074	Closed	-$159K	–	239
2023 Q1	$159K	Buy	10,074 +61	+0.6%	+$1.03K	0.03%	230
2022 Q4	$170K	Buy	+10,013	New	+$151K	0.03%	227
2021 Q4	–	Sell	-21,203	Closed	-$296K	–	255
2021 Q3	$296K	Buy	21,203 +2,043	+11%	+$40.1K	0.05%	193
2021 Q2	$437K	Buy	+19,160	New	+$401K	0.08%	158

Other funds holding VALE

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 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 Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LVW Advisors's VALE Position: Q2 2026 in Review

LVW Advisors increased its Vale (VALE) stake by 37% in Q2 2026, buying an estimated $604K and bringing the position to 138,477 shares worth $2.08M. The position accounts for 0.18% of the portfolio, ranked #73.

LVW Advisors first reported a position in VALE in Q2 2021 and has held it in 8 quarters since. 178 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

LVW Advisors held 138,477 shares of Vale worth $2.08M as of Q2 2026.
LVW Advisors bought 37,050 Vale shares in Q2 2026, an estimated $604K.
Vale made up 0.18% of LVW Advisors's portfolio in Q2 2026, its #73 holding.
LVW Advisors first reported a position in Vale in Q2 2021 and has held it in 8 quarters since.
178 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.