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Mather Group’s Vale VALE Stock Holding History

Mather Group’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 		$7.37K Hold
490
– – ﹤0.01% 1556
2026
Q1 		$7.8K Buy
+490
New +$7.65K ﹤0.01% 1510
2025
Q4 		– Sell
-170
Closed -$1.85K – 1599
2025
Q3 		$1.85K Buy
+170
New +$1.74K ﹤0.01% 1543
2025
Q2 		– Sell
-409
Closed -$4.08K – 1666
2025
Q1 		$4.08K Buy
409
+239
+141% +$2.26K ﹤0.01% 1444
2024
Q4 		$1.51K Hold
170
– – ﹤0.01% 1573
2024
Q3 		$1.99K Sell
170
-44
-21% -$472 ﹤0.01% 1489
2024
Q2 		$2.61K Buy
214
+44
+26% +$529 ﹤0.01% 1818
2024
Q1 		$2.7K Buy
+170
New +$2.29K ﹤0.01% 1487

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Mather Group's VALE Position: Q2 2026 in Review

Mather Group held its Vale (VALE) position steady in Q2 2026 at 490 shares worth $7.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1556.

Mather Group first reported a position in VALE in Q1 2024 and has held it in 8 quarters since. The position peaked at $7.8K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Mather Group held 490 shares of Vale worth $7.37K as of Q2 2026.
  • Mather Group left its Vale share count unchanged in Q2 2026.
  • Vale made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1556 holding.
  • Mather Group first reported a position in Vale in Q1 2024 and has held it in 8 quarters since.
  • Mather Group's Vale position peaked at $7.8K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.