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Ridgewood Investments’s Vale VALE Stock Holding History

Ridgewood Investments’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
Q3 		$357K Hold
26,587
– – 0.13% 174
2026
Q2 		$400K Sell
26,587
-4,267
-14% -$69.5K 0.15% 158
2026
Q1 		$491K Buy
+30,854
New +$482K 0.2% 137
2025
Q3 		$684K Buy
92,611
+31,636
+52% +$323K 0.29% 101
2025
Q2 		$592K Sell
60,975
-22,586
-27% -$213K 0.26% 101
2025
Q1 		$540K Buy
83,561
+31,239
+60% +$295K 0.25% 112
2024
Q4 		$464K Buy
52,322
+17,515
+50% +$178K 0.22% 116
2024
Q3 		$407K Sell
34,807
-8,624
-20% -$92.5K 0.2% 117
2024
Q2 		$485K Sell
43,431
-4
-0% -$48 0.24% 112
2024
Q1 		$529K Buy
43,435
+79
+0.2% +$1.07K 0.28% 113
2023
Q4 		$688K Sell
43,356
-9,200
-18% -$132K 0.41% 87
2023
Q3 		$704K Buy
52,556
+227
+0.4% +$3.09K 0.46% 74
2023
Q2 		$702K Buy
52,329
+27,918
+114% +$395K 0.4% 72
2023
Q1 		$385K Sell
24,411
-13,785
-36% -$234K 0.24% 114
2022
Q4 		$648K Sell
38,196
-6,020
-14% -$90.5K 0.46% 73
2022
Q3 		$589K Buy
44,216
+22,825
+107% +$300K 0.49% 66
2022
Q2 		$313K Sell
21,391
-9,879
-32% -$169K 0.25% 133
2022
Q1 		$625K Sell
31,270
-9,337
-23% -$162K 0.41% 85
2021
Q4 		$569K Buy
+40,607
New +$539K 0.36% 95
2020
Q2 		– Sell
-11,819
Closed -$98K – 181
2020
Q1 		$98K Buy
+11,819
New +$129K 0.1% 144

Other funds holding VALE

FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VC
Veracity Capital Atlanta, Georgia $372M AUM 32.95% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MCM
Monument Capital Management Alexandria, Virginia $480M AUM 43.68% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
BONH
Bank of New Hampshire Laconia, New Hampshire $463M AUM 23.57% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Ridgewood Investments's VALE Position: Q3 2026 in Review

Ridgewood Investments held its Vale (VALE) position steady in Q3 2026 at 26,587 shares worth $357K. The position accounts for 0.13% of the portfolio, ranked #174.

Ridgewood Investments first reported a position in VALE in Q1 2020 and has held it in 20 quarters since. The position peaked at $704K in Q3 2023. 19 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Ridgewood Investments held 26,587 shares of Vale worth $357K as of Q3 2026.
  • Ridgewood Investments left its Vale share count unchanged in Q3 2026.
  • Vale made up 0.13% of Ridgewood Investments's portfolio in Q3 2026, its #174 holding.
  • Ridgewood Investments first reported a position in Vale in Q1 2020 and has held it in 20 quarters since.
  • Ridgewood Investments's Vale position peaked at $704K in Q3 2023.
  • 19 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Ridgewood Investments's 13F filing for Q3 2026, filed 5 Oct 2026.