PWM
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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 		– Hold
0
– – – 1377

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

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.