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 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

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

Perigon Wealth Management's VALE Position: Q2 2026 in Review

Perigon Wealth Management increased its Vale (VALE) stake by 4.8% in Q2 2026, buying an estimated $92.9K and bringing the position to 124,333 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #427.

Perigon Wealth Management first reported a position in VALE in Q3 2016 and has held it in 16 quarters since. The position peaked at $1.89M in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Perigon Wealth Management held 124,333 shares of Vale worth $1.87M as of Q2 2026.
Perigon Wealth Management bought 5,700 Vale shares in Q2 2026, an estimated $92.9K.
Vale made up 0.03% of Perigon Wealth Management's portfolio in Q2 2026, its #427 holding.
Perigon Wealth Management first reported a position in Vale in Q3 2016 and has held it in 16 quarters since.
Perigon Wealth Management's Vale position peaked at $1.89M in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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