Summit Financial’s Vale VALE Stock Holding History

Summit Financial’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	$1.17M	Sell	78,102 -7,092	-8%	-$116K	0.01%	795
2026 Q1	$1.36M	Sell	85,194 -3,527	-4%	-$55.1K	0.02%	678
2025 Q4	$1.25M	Sell	88,721 -2,411	-3%	-$29.3K	0.02%	597
2025 Q3	$990K	Buy	91,132 +2,801	+3%	+$28.6K	0.02%	662
2025 Q2	$858K	Buy	88,331 +62,297	+239%	+$587K	0.02%	445
2025 Q1	$260K	Hold	26,034	–	–	0.01%	642
2024 Q4	$231K	Buy	+26,034	New	+$265K	0.01%	590
2024 Q3	–	Sell	-12,529	Closed	-$140K	–	555
2024 Q2	$140K	Buy	12,529 +1,624	+15%	+$19.5K	0.01%	481
2024 Q1	$133K	Buy	+10,905	New	+$147K	0.01%	378
2023 Q3	–	Sell	-48,020	Closed	-$644K	–	346
2023 Q2	$644K	Buy	+48,020	New	+$680K	0.05%	202

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

Summit Financial's VALE Position: Q2 2026 in Review

Summit Financial reduced its Vale (VALE) stake by 8.3% in Q2 2026, selling an estimated $116K and leaving 78,102 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #795.

Summit Financial first reported a position in VALE in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.36M in Q1 2026. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Summit Financial held 78,102 shares of Vale worth $1.17M as of Q2 2026.
Summit Financial sold 7,092 Vale shares in Q2 2026, an estimated $116K.
Vale made up 0.01% of Summit Financial's portfolio in Q2 2026, its #795 holding.
Summit Financial first reported a position in Vale in Q2 2023 and has held it in 10 quarters since.
Summit Financial's Vale position peaked at $1.36M in Q1 2026.
542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.