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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
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

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

Ridgewood Investments's VALE Position: Q2 2026 in Review

Ridgewood Investments reduced its Vale (VALE) stake by 14% in Q2 2026, selling an estimated $69.5K and leaving 26,587 shares worth $400K. The position accounts for 0.15% of the portfolio, ranked #158.

Ridgewood Investments first reported a position in VALE in Q1 2020 and has held it in 19 quarters since. The position peaked at $704K in Q3 2023. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Ridgewood Investments held 26,587 shares of Vale worth $400K as of Q2 2026.
  • Ridgewood Investments sold 4,267 Vale shares in Q2 2026, an estimated $69.5K.
  • Vale made up 0.15% of Ridgewood Investments's portfolio in Q2 2026, its #158 holding.
  • Ridgewood Investments first reported a position in Vale in Q1 2020 and has held it in 19 quarters since.
  • Ridgewood Investments's Vale position peaked at $704K in Q3 2023.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.