MWM
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
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

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

Moran Wealth Management's VALE Position: Q2 2026 in Review

Moran Wealth Management reduced its Vale (VALE) stake by 2.2% in Q2 2026, selling an estimated $38.6K and leaving 103,842 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #353.

Moran Wealth Management first reported a position in VALE in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.6M in Q1 2023. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Moran Wealth Management held 103,842 shares of Vale worth $1.56M as of Q2 2026.
  • Moran Wealth Management sold 2,369 Vale shares in Q2 2026, an estimated $38.6K.
  • Vale made up 0.04% of Moran Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Moran Wealth Management first reported a position in Vale in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Vale position peaked at $19.6M in Q1 2023.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.