Summit Securities Group’s Vale VALE Stock Holding History

Summit Securities Group’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
2023 Q1	–	Sell	-135,900	Closed	-$2.31M	–	1320
2022 Q4	$2.31M	Hold	135,900	–	–	0.09%	110
2022 Q3	$1.81M	Sell	135,900 -60,200	-31%	-$792K	0.14%	103
2022 Q2	$2.87M	Buy	196,100 +50,200	+34%	+$857K	0.36%	50
2022 Q1	$2.92M	Buy	145,900 +114,800	+369%	+$1.99M	0.33%	58
2021 Q4	$436K	Buy	31,100 +30,829	+11,376%	+$410K	0.02%	408
2021 Q3	$378K	Sell	271 -56	-17%	-$1.1K	0.03%	467
2021 Q2	$746K	Sell	327 -178	-35%	-$3.72K	0.06%	305
2021 Q1	$878K	Buy	+505	New	+$8.81K	0.1%	222

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 Securities Group's VALE Position: Q2 2026 in Review

Summit Securities Group reduced its Vale (VALE) stake by 33% in Q2 2026, selling an estimated $611K and leaving 75,400 shares worth $1.13M. The position accounts for 0.11% of the portfolio, ranked #106.

Summit Securities Group first reported a position in VALE in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.14M in Q4 2025. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Summit Securities Group held 75,400 shares of Vale worth $1.13M as of Q2 2026.
Summit Securities Group sold 37,500 Vale shares in Q2 2026, an estimated $611K.
Vale made up 0.11% of Summit Securities Group's portfolio in Q2 2026, its #106 holding.
Summit Securities Group first reported a position in Vale in Q2 2013 and has held it in 30 quarters since.
Summit Securities Group's Vale position peaked at $5.14M in Q4 2025.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.