Perigon Wealth Management
VALE icon

Perigon Wealth Management’s Vale VALE Stock Holding History

Perigon Wealth 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
2026
Q3 		$1.69M Buy
126,225
+1,892
+2% +$27.5K 0.03% 442
2026
Q2 		$1.87M Buy
124,333
+5,700
+5% +$92.9K 0.03% 427
2026
Q1 		$1.89M Buy
118,633
+22,570
+23% +$352K 0.03% 387
2025
Q4 		$1.25M Buy
96,063
+27,708
+41% +$337K 0.02% 477
2025
Q3 		$742K Buy
68,355
+1,800
+3% +$18.4K 0.02% 600
2025
Q2 		$646K Buy
66,555
+5,442
+9% +$51.3K 0.02% 604
2025
Q1 		$610K Buy
+61,113
New +$578K 0.02% 584
2023
Q4 		– Sell
-17,689
Closed -$237K – 879
2023
Q3 		$237K Sell
17,689
-26,902
-60% -$366K 0.01% 674
2023
Q2 		$598K Sell
44,591
-21,748
-33% -$308K 0.02% 412
2023
Q1 		$1.05M Sell
66,339
-3,293
-5% -$55.8K 0.06% 260
2022
Q4 		$1.18M Buy
69,632
+145
+0.2% +$2.18K 0.07% 241
2022
Q3 		$926K Buy
69,487
+12,532
+22% +$165K 0.08% 214
2022
Q2 		$833K Buy
56,955
+16,033
+39% +$274K 0.07% 235
2022
Q1 		$818K Buy
40,922
+27,307
+201% +$473K 0.06% 266
2021
Q4 		$191K Buy
+13,615
New +$181K 0.01% 561
2017
Q1 		– Sell
-943
Closed -$10K – 714
2016
Q4 		$10K Hold
943
– – ﹤0.01% 563
2016
Q3 		$5K Buy
+943
New +$5.17K ﹤0.01% 565

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

Perigon Wealth Management's VALE Position: Q3 2026 in Review

Perigon Wealth Management increased its Vale (VALE) stake by 1.5% in Q3 2026, buying an estimated $27.5K and bringing the position to 126,225 shares worth $1.69M. The position accounts for 0.03% of the portfolio, ranked #442.

Perigon Wealth Management first reported a position in VALE in Q3 2016 and has held it in 17 quarters since. The position peaked at $1.89M in Q1 2026. 99 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Perigon Wealth Management held 126,225 shares of Vale worth $1.69M as of Q3 2026.
  • Perigon Wealth Management bought 1,892 Vale shares in Q3 2026, an estimated $27.5K.
  • Vale made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #442 holding.
  • Perigon Wealth Management first reported a position in Vale in Q3 2016 and has held it in 17 quarters since.
  • Perigon Wealth Management's Vale position peaked at $1.89M in Q1 2026.
  • 99 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.