NW
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NewEdge Wealth’s Vale VALE Stock Holding History

NewEdge 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 		$409K Buy
27,226
+1,427
+6% +$23.2K ﹤0.01% 916
2026
Q1 		$410K Buy
25,799
+708
+3% +$11.1K ﹤0.01% 877
2025
Q4 		$327K Buy
25,091
+3,945
+19% +$47.9K ﹤0.01% 992
2025
Q3 		$260K Buy
+21,146
New +$216K ﹤0.01% 916
2024
Q3 		– Sell
-10,313
Closed -$115K – 902
2024
Q2 		$115K Buy
+10,313
New +$124K ﹤0.01% 745

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

NewEdge Wealth's VALE Position: Q2 2026 in Review

NewEdge Wealth increased its Vale (VALE) stake by 5.5% in Q2 2026, buying an estimated $23.2K and bringing the position to 27,226 shares worth $409K. The position accounts for ﹤0.01% of the portfolio, ranked #916.

NewEdge Wealth first reported a position in VALE in Q2 2024 and has held it in 5 quarters since. The position peaked at $410K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • NewEdge Wealth held 27,226 shares of Vale worth $409K as of Q2 2026.
  • NewEdge Wealth bought 1,427 Vale shares in Q2 2026, an estimated $23.2K.
  • Vale made up ﹤0.01% of NewEdge Wealth's portfolio in Q2 2026, its #916 holding.
  • NewEdge Wealth first reported a position in Vale in Q2 2024 and has held it in 5 quarters since.
  • NewEdge Wealth's Vale position peaked at $410K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.