Northwest & Ethical Investments’s Vale VALE Stock Holding History

Northwest & Ethical Investments’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	$4.07M	Buy	270,296 +178,692	+195%	+$2.91M	0.09%	150
2026 Q1	$1.46M	Buy	+91,604	New	+$1.43M	0.03%	275
2019 Q1	–	Sell	-141,128	Closed	-$1.86M	–	381
2018 Q4	$1.86M	Buy	141,128 +23,094	+20%	+$330K	0.11%	242
2018 Q3	$1.75M	Buy	+118,034	New	+$1.59M	0.11%	240
2014 Q3	–	Sell	-316,400	Closed	-$4.19M	–	231
2014 Q2	$4.19M	Buy	+316,400	New	+$4.27M	0.26%	96

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

Northwest & Ethical Investments's VALE Position: Q2 2026 in Review

Northwest & Ethical Investments increased its Vale (VALE) stake by 195% in Q2 2026, buying an estimated $2.91M and bringing the position to 270,296 shares worth $4.07M. The position accounts for 0.09% of the portfolio, ranked #150.

Northwest & Ethical Investments first reported a position in VALE in Q2 2014 and has held it in 5 quarters since. The position peaked at $4.19M in Q2 2014. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Northwest & Ethical Investments held 270,296 shares of Vale worth $4.07M as of Q2 2026.
Northwest & Ethical Investments bought 178,692 Vale shares in Q2 2026, an estimated $2.91M.
Vale made up 0.09% of Northwest & Ethical Investments's portfolio in Q2 2026, its #150 holding.
Northwest & Ethical Investments first reported a position in Vale in Q2 2014 and has held it in 5 quarters since.
Northwest & Ethical Investments's Vale position peaked at $4.19M in Q2 2014.
545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Northwest & Ethical Investments's 13F filing for Q2 2026, filed 13 Aug 2026.