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Roehl & Yi Investment Advisors’s Vale VALE Stock Holding History

Roehl & Yi Investment Advisors’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
Q1 		– Sell
-12,447
Closed -$162K – 195
2025
Q4 		$162K Sell
12,447
-1,073
-8% -$13K 0.06% 162
2025
Q3 		$147K Buy
13,520
+139
+1% +$1.42K 0.06% 157
2025
Q2 		$130K Buy
13,381
+370
+3% +$3.48K 0.07% 152
2025
Q1 		$130K Buy
+13,011
New +$123K 0.07% 147

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Roehl & Yi Investment Advisors's VALE Position: Q1 2026 in Review

Roehl & Yi Investment Advisors sold out of Vale (VALE) in Q1 2026, closing a stake of 12,447 shares — an estimated $162K sold.

Roehl & Yi Investment Advisors first reported a position in VALE in Q1 2025 and held it in 4 quarters. The position peaked at $162K in Q4 2025. 555 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • Roehl & Yi Investment Advisors reported no remaining Vale position as of Q1 2026 after selling out during the quarter.
  • Roehl & Yi Investment Advisors sold 12,447 Vale shares in Q1 2026, an estimated $162K.
  • Roehl & Yi Investment Advisors first reported a position in Vale in Q1 2025 and held it in 4 quarters.
  • Roehl & Yi Investment Advisors's Vale position peaked at $162K in Q4 2025.
  • 555 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.