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Sequoia Financial Advisors’s Vale VALE Stock Holding History

Sequoia Financial 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
Q2 		$515K Sell
34,228
-729
-2% -$11.9K ﹤0.01% 1327
2026
Q1 		$556K Sell
34,957
-6,964
-17% -$109K ﹤0.01% 1213
2025
Q4 		$546K Buy
41,921
+13,242
+46% +$161K ﹤0.01% 1232
2025
Q3 		$311K Buy
28,679
+3,750
+15% +$38.3K ﹤0.01% 1377
2025
Q2 		$242K Buy
24,929
+7,915
+47% +$74.6K ﹤0.01% 1382
2025
Q1 		$170K Buy
17,014
+343
+2% +$3.24K ﹤0.01% 1290
2024
Q4 		$148K Buy
16,671
+5,943
+55% +$60.5K ﹤0.01% 1255
2024
Q3 		$125K Sell
10,728
-4,262
-28% -$45.7K ﹤0.01% 1210
2024
Q2 		$167K Sell
14,990
-1,336
-8% -$16.1K ﹤0.01% 1125
2024
Q1 		$199K Sell
16,326
-2,347
-13% -$31.7K ﹤0.01% 1067
2023
Q4 		$296K Buy
18,673
+1,146
+7% +$16.4K ﹤0.01% 938
2023
Q3 		$235K Sell
17,527
-1,545
-8% -$21K ﹤0.01% 788
2023
Q2 		$256K Sell
19,072
-4,181
-18% -$59.2K ﹤0.01% 753
2023
Q1 		$367K Sell
23,253
-224
-1% -$3.79K 0.01% 554
2022
Q4 		$398K Buy
23,477
+11,450
+95% +$172K 0.01% 495
2022
Q3 		$160K Sell
12,027
-3,475
-22% -$45.7K 0.01% 497
2022
Q2 		$227K Buy
15,502
+1,656
+12% +$28.3K 0.01% 518
2022
Q1 		$277K Buy
+13,846
New +$240K 0.01% 524

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

Sequoia Financial Advisors's VALE Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Vale (VALE) stake by 2.1% in Q2 2026, selling an estimated $11.9K and leaving 34,228 shares worth $515K. The position accounts for ﹤0.01% of the portfolio, ranked #1327.

Sequoia Financial Advisors first reported a position in VALE in Q1 2022 and has held it in 18 quarters since. The position peaked at $556K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Sequoia Financial Advisors held 34,228 shares of Vale worth $515K as of Q2 2026.
  • Sequoia Financial Advisors sold 729 Vale shares in Q2 2026, an estimated $11.9K.
  • Vale made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1327 holding.
  • Sequoia Financial Advisors first reported a position in Vale in Q1 2022 and has held it in 18 quarters since.
  • Sequoia Financial Advisors's Vale position peaked at $556K in Q1 2026.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.