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Morningstar Investment Management’s Vale VALE Stock Holding History

Morningstar Investment 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
2025
Q4 		– Sell
-112,290
Closed -$1.22M – 464
2025
Q3 		$1.22M Buy
+112,290
New +$1.15M 0.04% 318

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morningstar Investment Management's VALE Position: Q4 2025 in Review

Morningstar Investment Management sold out of Vale (VALE) in Q4 2025, closing a stake of 112,290 shares — an estimated $1.22M sold.

Morningstar Investment Management first reported a position in VALE in Q3 2025 and held it in 1 quarter. The position peaked at $1.22M in Q3 2025. 533 funds tracked by Wall St. Rank hold VALE as of Q4 2025.

  • Morningstar Investment Management reported no remaining Vale position as of Q4 2025 after selling out during the quarter.
  • Morningstar Investment Management sold 112,290 Vale shares in Q4 2025, an estimated $1.22M.
  • Morningstar Investment Management first reported a position in Vale in Q3 2025 and held it in 1 quarter.
  • Morningstar Investment Management's Vale position peaked at $1.22M in Q3 2025.
  • 533 funds tracked by Wall St. Rank held Vale as of Q4 2025.

Based on Morningstar Investment Management's 13F filing for Q4 2025, filed 9 Feb 2026.