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 Q3	$1.35M	Sell	100,935 -37,542	-27%	-$547K	0.11%	118
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

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

LVW Advisors's VALE Position: Q3 2026 in Review

LVW Advisors reduced its Vale (VALE) stake by 27% in Q3 2026, selling an estimated $547K and leaving 100,935 shares worth $1.35M. The position accounts for 0.11% of the portfolio, ranked #118.

LVW Advisors first reported a position in VALE in Q2 2021 and has held it in 9 quarters since. The position peaked at $2.08M in Q2 2026. 305 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

LVW Advisors held 100,935 shares of Vale worth $1.35M as of Q3 2026.
LVW Advisors sold 37,542 Vale shares in Q3 2026, an estimated $547K.
Vale made up 0.11% of LVW Advisors's portfolio in Q3 2026, its #118 holding.
LVW Advisors first reported a position in Vale in Q2 2021 and has held it in 9 quarters since.
LVW Advisors's Vale position peaked at $2.08M in Q2 2026.
305 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on LVW Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.