Savant Capital’s Vale VALE Stock Holding History

Savant Capital’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	$1.21M	Sell	89,980 -55,083	-38%	-$802K	﹤0.01%	1074
2026 Q2	$2.24M	Buy	145,063 +75,735	+109%	+$1.23M	0.01%	583
2026 Q1	$1.1M	Buy	69,328 +9,685	+16%	+$151K	0.01%	596
2025 Q4	$777K	Buy	59,643 +11,082	+23%	+$135K	﹤0.01%	662
2025 Q3	$527K	Buy	48,561 +2,901	+6%	+$29.6K	﹤0.01%	777
2025 Q2	$443K	Buy	+45,660	New	+$430K	﹤0.01%	784
2025 Q1	–	Sell	-26,704	Closed	-$237K	–	1419
2024 Q4	$237K	Sell	26,704 -8,133	-23%	-$82.8K	﹤0.01%	1232
2024 Q3	$407K	Buy	+34,837	New	+$373K	﹤0.01%	965

Other funds holding VALE

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Savant Capital's VALE Position: Q3 2026 in Review

Savant Capital reduced its Vale (VALE) stake by 38% in Q3 2026, selling an estimated $802K and leaving 89,980 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Savant Capital first reported a position in VALE in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.24M in Q2 2026. 404 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

Savant Capital held 89,980 shares of Vale worth $1.21M as of Q3 2026.
Savant Capital sold 55,083 Vale shares in Q3 2026, an estimated $802K.
Vale made up ﹤0.01% of Savant Capital's portfolio in Q3 2026, its #1074 holding.
Savant Capital first reported a position in Vale in Q3 2024 and has held it in 8 quarters since.
Savant Capital's Vale position peaked at $2.24M in Q2 2026.
404 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Savant Capital's 13F filing for Q3 2026, filed 6 Nov 2026.