Root Financial Partners
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
Q3 		$1.1K Buy
+82
New +$1.19K ﹤0.01% 2910
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 $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's VALE Position: Q3 2026 in Review

Root Financial Partners opened a new position in Vale (VALE) in Q3 2026: 82 shares worth $1.1K. The stake represents ﹤0.01% of the portfolio and ranks #2910 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VALE as recently as Q1 2026.

Root Financial Partners first reported a position in VALE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.18K in Q1 2026. 426 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Root Financial Partners held 82 shares of Vale worth $1.1K as of Q3 2026.
  • Vale was a new Root Financial Partners position in Q3 2026.
  • Vale made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2910 holding.
  • Root Financial Partners first reported a position in Vale in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Vale position peaked at $1.18K in Q1 2026.
  • 426 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.