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Sowell Financial Services’s Vale VALE Stock Holding History

Sowell Financial Services’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 		$186K Sell
12,386
-2,927
-19% -$47.7K 0.01% 1096
2026
Q1 		$244K Sell
15,313
-383
-2% -$5.98K 0.01% 928
2025
Q4 		$205K Sell
15,696
-2,667
-15% -$32.4K 0.01% 1024
2025
Q3 		$199K Buy
18,363
+1,318
+8% +$13.5K 0.01% 1007
2025
Q2 		$166K Sell
17,045
-58,681
-77% -$553K 0.01% 985
2025
Q1 		$756K Buy
75,726
+948
+1% +$8.96K 0.03% 477
2024
Q4 		$663K Sell
74,778
-4,465
-6% -$45.4K 0.03% 377
2024
Q3 		$926K Buy
79,243
+21,128
+36% +$227K 0.04% 351
2024
Q2 		$649K Buy
+58,115
New +$699K 0.03% 400
2022
Q2 		– Sell
-11,672
Closed -$232K – 333
2022
Q1 		$232K Buy
+11,672
New +$202K 0.04% 171
2021
Q3 		– Sell
-112,696
Closed -$2.62M – 557
2021
Q2 		$2.62M Buy
112,696
+3,850
+4% +$80.5K 0.17% 149
2021
Q1 		$2.38M Buy
108,846
+107,824
+10,550% +$1.88M 0.08% 216
2020
Q4 		$17K Sell
1,022
-268
-21% -$3.57K ﹤0.01% 1813
2020
Q3 		$14K Buy
1,290
+361
+39% +$4.05K ﹤0.01% 1710
2020
Q2 		$10K Hold
929
– – ﹤0.01% 1707
2020
Q1 		$8K Hold
929
– – ﹤0.01% 1692
2019
Q4 		$12K Sell
929
-740
-44% -$8.89K ﹤0.01% 1638
2019
Q3 		$19K Buy
+1,669
New +$20.2K ﹤0.01% 1304

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

Sowell Financial Services's VALE Position: Q2 2026 in Review

Sowell Financial Services reduced its Vale (VALE) stake by 19% in Q2 2026, selling an estimated $47.7K and leaving 12,386 shares worth $186K. The position accounts for 0.01% of the portfolio, ranked #1096.

Sowell Financial Services first reported a position in VALE in Q3 2019 and has held it in 18 quarters since. The position peaked at $2.62M in Q2 2021. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Sowell Financial Services held 12,386 shares of Vale worth $186K as of Q2 2026.
  • Sowell Financial Services sold 2,927 Vale shares in Q2 2026, an estimated $47.7K.
  • Vale made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #1096 holding.
  • Sowell Financial Services first reported a position in Vale in Q3 2019 and has held it in 18 quarters since.
  • Sowell Financial Services's Vale position peaked at $2.62M in Q2 2021.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.