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Naviter Wealth’s Vale VALE Stock Holding History

Naviter Wealth’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 		$974K Buy
64,731
+13,134
+25% +$214K 0.09% 174
2026
Q1 		$821K Buy
51,597
+3,927
+8% +$61.3K 0.1% 169
2025
Q4 		$632K Sell
47,670
-3,879
-8% -$47.1K 0.08% 183
2025
Q3 		$560K Buy
51,549
+4,395
+9% +$44.9K 0.07% 188
2025
Q2 		$458K Buy
+47,154
New +$444K 0.06% 199
2025
Q1 		– Sell
-11,030
Closed -$97.8K – 294
2024
Q4 		$97.8K Sell
11,030
-87,386
-89% -$889K 0.01% 272
2024
Q3 		$1.15M Buy
98,416
+3,604
+4% +$38.6K 0.16% 152
2024
Q2 		$1.06M Sell
94,812
-806
-0.8% -$9.69K 0.16% 153
2024
Q1 		$1.17M Buy
95,618
+4,393
+5% +$59.3K 0.19% 142
2023
Q4 		$1.45M Buy
91,225
+21,460
+31% +$308K 0.29% 92
2023
Q3 		$935K Buy
69,765
+13,397
+24% +$182K 0.23% 106
2023
Q2 		$756K Buy
56,368
+7,185
+15% +$102K 0.19% 134
2023
Q1 		$776K Buy
49,183
+3,017
+7% +$51.1K 0.27% 105
2022
Q4 		$857K Buy
46,166
+1,029
+2% +$15.5K 0.24% 98
2022
Q3 		$601K Buy
45,137
+9,194
+26% +$121K 0.25% 103
2022
Q2 		$526K Buy
+35,943
New +$614K 0.22% 116

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

Naviter Wealth's VALE Position: Q2 2026 in Review

Naviter Wealth increased its Vale (VALE) stake by 25% in Q2 2026, buying an estimated $214K and bringing the position to 64,731 shares worth $974K. The position accounts for 0.09% of the portfolio, ranked #174.

Naviter Wealth first reported a position in VALE in Q2 2022 and has held it in 16 quarters since. The position peaked at $1.45M in Q4 2023. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Naviter Wealth held 64,731 shares of Vale worth $974K as of Q2 2026.
  • Naviter Wealth bought 13,134 Vale shares in Q2 2026, an estimated $214K.
  • Vale made up 0.09% of Naviter Wealth's portfolio in Q2 2026, its #174 holding.
  • Naviter Wealth first reported a position in Vale in Q2 2022 and has held it in 16 quarters since.
  • Naviter Wealth's Vale position peaked at $1.45M in Q4 2023.
  • 542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.