SimplyRich’s Vale VALE Stock Holding History

SimplyRich’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	-31,852	Closed	-$506K	–	213
2026 Q1	$506K	Buy	31,852 +6	+0%	+$94	0.13%	151
2025 Q4	$414K	Buy	31,846 +29	+0.1%	+$352	0.11%	150
2025 Q3	$345K	Buy	+31,817	New	+$325K	0.09%	168
2025 Q2	–	Sell	-22,719	Closed	-$226K	–	223
2025 Q1	$226K	Buy	+22,719	New	+$215K	0.07%	205
2024 Q4	–	Sell	-23,858	Closed	-$278K	–	230
2024 Q3	$278K	Buy	+23,858	New	+$256K	0.08%	190
2024 Q1	–	Sell	-32,173	Closed	-$510K	–	183
2023 Q4	$510K	Buy	32,173 +16,513	+105%	+$237K	0.18%	109
2023 Q3	$209K	Sell	15,660 -2,194	-12%	-$29.9K	0.1%	140
2023 Q2	$239K	Buy	17,854 +141	+0.8%	+$2K	0.09%	161
2023 Q1	$279K	Buy	17,713 +196	+1%	+$3.32K	0.1%	149
2022 Q4	$297K	Buy	+17,517	New	+$263K	0.12%	141

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SimplyRich's VALE Position: Q2 2026 in Review

SimplyRich sold out of Vale (VALE) in Q2 2026, closing a stake of 31,852 shares — an estimated $506K sold.

SimplyRich first reported a position in VALE in Q4 2022 and held it in 10 quarters. The position peaked at $510K in Q4 2023. 540 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

SimplyRich reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
SimplyRich sold 31,852 Vale shares in Q2 2026, an estimated $506K.
SimplyRich first reported a position in Vale in Q4 2022 and held it in 10 quarters.
SimplyRich's Vale position peaked at $510K in Q4 2023.
540 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.