Moran Wealth Management
VALE icon

Moran Wealth Management’s Vale VALE Stock Holding History

Moran Wealth Management’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 		$1.49M Buy
111,269
+7,427
+7% +$108K 0.04% 349
2026
Q2 		$1.56M Sell
103,842
-2,369
-2% -$38.6K 0.04% 353
2026
Q1 		$1.69M Buy
106,211
+27,116
+34% +$423K 0.05% 329
2025
Q4 		$1.03M Buy
79,095
+16,778
+27% +$204K 0.03% 354
2025
Q3 		$677K Buy
62,317
+3,483
+6% +$35.6K 0.02% 375
2025
Q2 		$571K Buy
58,834
+1,537
+3% +$14.5K 0.02% 392
2025
Q1 		$572K Buy
57,297
+35,389
+162% +$334K 0.02% 364
2024
Q4 		$194K Sell
21,908
-1,776
-7% -$18.1K 0.01% 411
2024
Q3 		$277K Sell
23,684
-1,535
-6% -$16.5K 0.01% 392
2024
Q2 		$282K Buy
25,219
+1,202
+5% +$14.5K 0.01% 377
2024
Q1 		$293K Sell
24,017
-3,038
-11% -$41K 0.01% 386
2023
Q4 		$429K Sell
27,055
-80,983
-75% -$1.16M 0.02% 342
2023
Q3 		$1.45M Sell
108,038
-1,214,760
-92% -$16.5M 0.06% 235
2023
Q2 		$17.8M Buy
1,322,798
+79,664
+6% +$1.13M 0.67% 52
2023
Q1 		$19.6M Buy
1,243,134
+875,536
+238% +$14.8M 0.74% 39
2022
Q4 		$6.24M Buy
+367,598
New +$5.53M 0.24% 126

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return

Moran Wealth Management's VALE Position: Q3 2026 in Review

Moran Wealth Management increased its Vale (VALE) stake by 7.2% in Q3 2026, buying an estimated $108K and bringing the position to 111,269 shares worth $1.49M. The position accounts for 0.04% of the portfolio, ranked #349.

Moran Wealth Management first reported a position in VALE in Q4 2022 and has held it in 16 quarters since. The position peaked at $19.6M in Q1 2023. 152 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Moran Wealth Management held 111,269 shares of Vale worth $1.49M as of Q3 2026.
  • Moran Wealth Management bought 7,427 Vale shares in Q3 2026, an estimated $108K.
  • Vale made up 0.04% of Moran Wealth Management's portfolio in Q3 2026, its #349 holding.
  • Moran Wealth Management first reported a position in Vale in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Vale position peaked at $19.6M in Q1 2023.
  • 152 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.