PWM
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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return