Prospera Financial Services’s Vale VALE Stock Holding History

Prospera Financial Services’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	$1.35M	Buy	89,613 +31,978	+55%	+$521K	0.02%	653
2026 Q1	$917K	Buy	+57,635	New	+$900K	0.01%	746
2024 Q3	–	Sell	-225,917	Closed	-$2.52M	–	1199
2024 Q2	$2.52M	Sell	225,917 -69,336	-23%	-$834K	0.07%	288
2024 Q1	$3.6M	Buy	295,253 +51,662	+21%	+$697K	0.11%	214
2023 Q4	$3.86M	Sell	243,591 -95,776	-28%	-$1.37M	0.13%	185
2023 Q3	$4.55M	Buy	+339,367	New	+$4.62M	0.18%	131
2023 Q1	–	Sell	-153,425	Closed	-$2.6M	–	1003
2022 Q4	$2.6M	Buy	+153,425	New	+$2.31M	0.13%	178
2022 Q3	–	Sell	-344,391	Closed	-$5.04M	–	1556
2022 Q2	$5.04M	Buy	344,391 +343,604	+43,660%	+$5.87M	0.26%	86
2022 Q1	$16K	Buy	+787	New	+$13.6K	﹤0.01%	1845
2021 Q3	–	Sell	-13,176	Closed	-$300K	–	854
2021 Q2	$300K	Buy	+13,176	New	+$275K	0.02%	657

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

Prospera Financial Services's VALE Position: Q2 2026 in Review

Prospera Financial Services increased its Vale (VALE) stake by 55% in Q2 2026, buying an estimated $521K and bringing the position to 89,613 shares worth $1.35M. The position accounts for 0.02% of the portfolio, ranked #653.

Prospera Financial Services first reported a position in VALE in Q2 2021 and has held it in 10 quarters since. The position peaked at $5.04M in Q2 2022. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Prospera Financial Services held 89,613 shares of Vale worth $1.35M as of Q2 2026.
Prospera Financial Services bought 31,978 Vale shares in Q2 2026, an estimated $521K.
Vale made up 0.02% of Prospera Financial Services's portfolio in Q2 2026, its #653 holding.
Prospera Financial Services first reported a position in Vale in Q2 2021 and has held it in 10 quarters since.
Prospera Financial Services's Vale position peaked at $5.04M in Q2 2022.
539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.