Perpetual Ltd’s Vale VALE Stock Holding History

Perpetual Ltd’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	$1.97M	Hold	130,654	–	–	0.03%	177
2026 Q1	$2.08M	Sell	130,654 -10,906	-8%	-$170K	0.03%	160
2025 Q4	$1.84M	Sell	141,560 -3,400	-2%	-$41.3K	0.03%	180
2025 Q3	$1.57M	Hold	144,960	–	–	0.02%	211
2025 Q2	$1.41M	Hold	144,960	–	–	0.02%	220
2025 Q1	$1.45M	Hold	144,960	–	–	0.02%	221
2024 Q4	$1.29M	Sell	144,960 -26	-0%	-$265	0.02%	225
2024 Q3	$1.69M	Buy	144,986 +97,875	+208%	+$1.05M	0.02%	211
2024 Q2	$526K	Hold	47,111	–	–	0.01%	331
2024 Q1	$573K	Sell	47,111 -1,292	-3%	-$17.4K	0.01%	339
2023 Q4	$1.01M	Buy	48,403 +1,292	+3%	+$18.5K	0.01%	269
2023 Q3	$631K	Buy	+47,111	New	+$641K	0.01%	334

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

Perpetual Ltd's VALE Position: Q2 2026 in Review

Perpetual Ltd held its Vale (VALE) position steady in Q2 2026 at 130,654 shares worth $1.97M. The position accounts for 0.03% of the portfolio, ranked #177.

Perpetual Ltd first reported a position in VALE in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.08M in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Perpetual Ltd held 130,654 shares of Vale worth $1.97M as of Q2 2026.
Perpetual Ltd left its Vale share count unchanged in Q2 2026.
Vale made up 0.03% of Perpetual Ltd's portfolio in Q2 2026, its #177 holding.
Perpetual Ltd first reported a position in Vale in Q3 2023 and has held it in 12 quarters since.
Perpetual Ltd's Vale position peaked at $2.08M in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Perpetual Ltd's 13F filing for Q2 2026, filed 15 Jul 2026.