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
2025 Q3	–	Sell	-31,000	Closed	-$10.5K	–	663
2025 Q2	$10.5K	Buy	+31,000	New	+$292K	﹤0.01%	515
2025 Q1	–	Sell	-41,000	Closed	-$14.7K	–	748
2024 Q4	$14.7K	Buy	41,000 +27,000	+193%	+$275K	0.01%	451
2024 Q3	$6.1K	Hold	14,000	–	–	﹤0.01%	567
2024 Q2	$6.26K	Hold	14,000	–	–	﹤0.01%	569
2024 Q1	$8.83K	Buy	14,000 +4,000	+40%	+$54K	﹤0.01%	204
2023 Q4	$5.75K	Hold	10,000	–	–	﹤0.01%	190
2023 Q3	$4.26K	Hold	10,000	–	–	﹤0.01%	178
2023 Q2	$6.15K	Hold	10,000	–	–	﹤0.01%	571
2023 Q1	$13.6K	Hold	10,000	–	–	0.01%	489
2022 Q4	$170K	Buy	+10,000	New	+$150K	0.12%	185

Other funds holding VALE

BlackRock New York $6.73T AUM 46.02% 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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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. 263 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.
263 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.