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Ritholtz Wealth Management’s Vale VALE Stock Holding History

Ritholtz 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 		$6.51M Buy
432,727
+4,424
+1% +$72.1K 0.1% 127
2026
Q1 		$6.81M Buy
428,303
+20,669
+5% +$323K 0.12% 106
2025
Q4 		$5.31M Buy
407,634
+39,112
+11% +$475K 0.1% 134
2025
Q3 		$4M Buy
368,522
+53,801
+17% +$549K 0.08% 170
2025
Q2 		$3.06M Buy
314,721
+14,010
+5% +$132K 0.07% 197
2025
Q1 		$3M Buy
300,711
+72,551
+32% +$686K 0.09% 163
2024
Q4 		$2.02M Buy
228,160
+33,285
+17% +$339K 0.06% 233
2024
Q3 		$2.28M Buy
194,875
+32,797
+20% +$352K 0.07% 203
2024
Q2 		$1.81M Buy
162,078
+7,937
+5% +$95.4K 0.06% 222
2024
Q1 		$1.88M Buy
154,141
+6,334
+4% +$85.5K 0.06% 210
2023
Q4 		$2.34M Buy
147,807
+25,859
+21% +$371K 0.09% 138
2023
Q3 		$1.63M Buy
121,948
+3,085
+3% +$42K 0.07% 178
2023
Q2 		$1.6M Sell
118,863
-7,700
-6% -$109K 0.07% 179
2023
Q1 		$2M Sell
126,563
-22,703
-15% -$385K 0.1% 130
2022
Q4 		$2.53M Buy
149,266
+33,604
+29% +$505K 0.14% 101
2022
Q3 		$1.54M Sell
115,662
-15,348
-12% -$202K 0.08% 175
2022
Q2 		$1.92M Buy
131,010
+17,074
+15% +$292K 0.12% 99
2022
Q1 		$2.28M Buy
113,936
+51,227
+82% +$887K 0.15% 73
2021
Q4 		$879K Buy
62,709
+40,799
+186% +$542K 0.05% 192
2021
Q3 		$306K Buy
21,910
+4,377
+25% +$85.9K 0.02% 367
2021
Q2 		$400K Buy
17,533
+6,951
+66% +$145K 0.03% 305
2021
Q1 		$184K Buy
+10,582
New +$185K 0.02% 413

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

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

Ritholtz Wealth Management increased its Vale (VALE) stake by 1% in Q2 2026, buying an estimated $72.1K and bringing the position to 432,727 shares worth $6.51M. The position accounts for 0.1% of the portfolio, ranked #127.

Ritholtz Wealth Management first reported a position in VALE in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.81M in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Ritholtz Wealth Management held 432,727 shares of Vale worth $6.51M as of Q2 2026.
  • Ritholtz Wealth Management bought 4,424 Vale shares in Q2 2026, an estimated $72.1K.
  • Vale made up 0.1% of Ritholtz Wealth Management's portfolio in Q2 2026, its #127 holding.
  • Ritholtz Wealth Management first reported a position in Vale in Q1 2021 and has held it in 22 quarters since.
  • Ritholtz Wealth Management's Vale position peaked at $6.81M in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.