RFP
VALE icon

Root Financial Partners’s Vale VALE Stock Holding History

Root Financial Partners’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 		– Sell
-74
Closed -$1.18K – 3063
2026
Q1 		$1.18K Buy
74
+56
+311% +$874 ﹤0.01% 2542
2025
Q4 		$235 Hold
18
– – ﹤0.01% 2283
2025
Q3 		$195 Buy
+18
New +$184 ﹤0.01% 2211

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

Root Financial Partners's VALE Position: Q2 2026 in Review

Root Financial Partners sold out of Vale (VALE) in Q2 2026, closing a stake of 74 shares — an estimated $1.18K sold.

Root Financial Partners first reported a position in VALE in Q3 2025 and held it in 3 quarters. The position peaked at $1.18K in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Root Financial Partners reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 74 Vale shares in Q2 2026, an estimated $1.18K.
  • Root Financial Partners first reported a position in Vale in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Vale position peaked at $1.18K in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.