Raffa Wealth Management’s Vale VALE Stock Holding History

Raffa 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	$993	Sell	66 -40	-38%	-$652	﹤0.01%	1021
2026 Q1	$1.69K	Hold	106	–	–	﹤0.01%	811
2025 Q4	$1.38K	Hold	106	–	–	﹤0.01%	847
2025 Q3	$1.15K	Hold	106	–	–	﹤0.01%	857
2025 Q2	$1.03K	Hold	106	–	–	﹤0.01%	865
2025 Q1	$1.06K	Hold	106	–	–	﹤0.01%	813
2024 Q4	$940	Hold	106	–	–	﹤0.01%	882
2024 Q3	$1.24K	Hold	106	–	–	﹤0.01%	784
2024 Q2	$1.18K	Hold	106	–	–	﹤0.01%	849
2024 Q1	$1.29K	Hold	106	–	–	﹤0.01%	823
2023 Q4	$1.68K	Hold	106	–	–	﹤0.01%	674
2023 Q3	$1.42K	Buy	106 +68	+179%	+$926	﹤0.01%	685
2023 Q2	$510	Hold	38	–	–	﹤0.01%	965
2023 Q1	$600	Hold	38	–	–	﹤0.01%	927
2022 Q4	$645	Hold	38	–	–	﹤0.01%	901
2022 Q3	$506	Hold	38	–	–	﹤0.01%	1030
2022 Q2	$556	Hold	38	–	–	﹤0.01%	995
2022 Q1	$760	Hold	38	–	–	﹤0.01%	953
2021 Q4	$533	Hold	38	–	–	﹤0.01%	1039
2021 Q3	$530	Hold	38	–	–	﹤0.01%	1033
2021 Q2	$867	Hold	38	–	–	﹤0.01%	888
2021 Q1	$660	Buy	+38	New	+$663	﹤0.01%	987
2014 Q2	–	Sell	-318	Closed	-$4.4K	–	286
2014 Q1	$4.4K	Buy	+318	New	+$4.34K	﹤0.01%	184

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

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

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

Raffa Wealth Management reduced its Vale (VALE) stake by 38% in Q2 2026, selling an estimated $652 and leaving 66 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Raffa Wealth Management first reported a position in VALE in Q1 2014 and has held it in 23 quarters since. The position peaked at $4.4K in Q1 2014. 501 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Raffa Wealth Management held 66 shares of Vale worth $993 as of Q2 2026.
Raffa Wealth Management sold 40 Vale shares in Q2 2026, an estimated $652.
Vale made up ﹤0.01% of Raffa Wealth Management's portfolio in Q2 2026, its #1021 holding.
Raffa Wealth Management first reported a position in Vale in Q1 2014 and has held it in 23 quarters since.
Raffa Wealth Management's Vale position peaked at $4.4K in Q1 2014.
501 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.