Navellier & Associates’s Vale VALE Stock Holding History

Navellier & Associates’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	$2.43M	Buy	161,618 +2,971	+2%	+$48.4K	0.19%	111
2026 Q1	$2.52M	Buy	+158,647	New	+$2.48M	0.26%	93
2019 Q2	–	Sell	-3,165	Closed	-$41K	–	295
2019 Q1	$41K	Sell	3,165 -3,226	-50%	-$41.7K	0.01%	234
2018 Q4	$84K	Hold	6,391	–	–	0.01%	221
2018 Q3	$95K	Hold	6,391	–	–	0.01%	274
2018 Q2	$82K	Hold	6,391	–	–	0.01%	287
2018 Q1	$81K	Buy	6,391 +618	+11%	+$8.13K	0.01%	285
2017 Q4	$71K	Buy	5,773 +2,392	+71%	+$25.4K	0.01%	271
2017 Q3	$34K	Buy	+3,381	New	+$34K	0.01%	225
2016 Q4	–	Sell	-553	Closed	-$3K	–	326
2016 Q3	$3K	Buy	+553	New	+$3.03K	﹤0.01%	276
2016 Q2	–	Sell	-302	Closed	-$1K	–	285
2016 Q1	$1K	Buy	+302	New	+$938	﹤0.01%	257
2015 Q4	–	Sell	-2,053	Closed	-$9K	–	308
2015 Q3	$9K	Buy	+2,053	New	+$10.5K	﹤0.01%	287

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Navellier & Associates's VALE Position: Q2 2026 in Review

Navellier & Associates increased its Vale (VALE) stake by 1.9% in Q2 2026, buying an estimated $48.4K and bringing the position to 161,618 shares worth $2.43M. The position accounts for 0.19% of the portfolio, ranked #111.

Navellier & Associates first reported a position in VALE in Q3 2015 and has held it in 12 quarters since. The position peaked at $2.52M in Q1 2026. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Navellier & Associates held 161,618 shares of Vale worth $2.43M as of Q2 2026.
Navellier & Associates bought 2,971 Vale shares in Q2 2026, an estimated $48.4K.
Vale made up 0.19% of Navellier & Associates's portfolio in Q2 2026, its #111 holding.
Navellier & Associates first reported a position in Vale in Q3 2015 and has held it in 12 quarters since.
Navellier & Associates's Vale position peaked at $2.52M in Q1 2026.
542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Navellier & Associates's 13F filing for Q2 2026, filed 4 Aug 2026.