Summit Securities Group
VALE icon

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
2026
Q1 		– Sell
-309,000
Closed -$4.03M – 1396
2025
Q4 		$4.03M Buy
+309,000
New +$3.75M 0.52% 42
2025
Q2 		– Sell
-300
Closed -$2.99K – 1448
2025
Q1 		$2.99K Sell
300
-3,900
-93% -$36.9K ﹤0.01% 647
2024
Q4 		$37.3K Hold
4,200
– – 0.01% 325
2024
Q3 		$49K Hold
4,200
– – 0.01% 235
2024
Q2 		$47K Hold
4,200
– – 0.01% 305
2024
Q1 		$51K Sell
4,200
-168,500
-98% -$2.27M 0.01% 255
2023
Q4 		$2.74M Buy
172,700
+150,000
+661% +$2.15M 0.25% 73
2023
Q3 		$304K Hold
22,700
– – 0.03% 152
2023
Q2 		$305K Hold
22,700
– – 0.04% 178
2023
Q1 		$358K Sell
22,700
-28,100
-55% -$476K 0.03% 163
2022
Q4 		$862K Hold
50,800
– – 0.03% 182
2022
Q3 		$677K Buy
+50,800
New +$668K 0.05% 208
2022
Q2 		– Sell
-19,600
Closed -$392K – 1236
2022
Q1 		$392K Sell
19,600
-1,200
-6% -$20.8K 0.04% 264
2021
Q4 		$292K Buy
20,800
+20,411
+5,247% +$271K 0.01% 502
2021
Q3 		$543K Sell
389
-39
-9% -$765 0.04% 379
2021
Q2 		$976K Sell
428
-159
-27% -$3.32K 0.08% 255
2021
Q1 		$1.02M Buy
+587
New +$10.2K 0.11% 197
2020
Q1 		– Sell
-1,259
Closed -$1.66M – 489
2019
Q4 		$1.66M Buy
+1,259
New +$15.1K 0.13% 157
2015
Q1 		– Sell
-287
Closed -$35K – 648
2014
Q4 		$35K Buy
+287
New +$2.69K 0.01% 360

Other funds holding VALE

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Summit Securities Group's VALE Position: Q3 2026 in Review

Summit Securities Group reduced its Vale (VALE) stake by 23% in Q3 2026, selling an estimated $256K and leaving 57,800 shares worth $775K. The position accounts for 0.07% of the portfolio, ranked #141.

Summit Securities Group first reported a position in VALE in Q2 2013 and has held it in 31 quarters since. The position peaked at $5.14M in Q4 2025. 278 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Summit Securities Group held 57,800 shares of Vale worth $775K as of Q3 2026.
  • Summit Securities Group sold 17,600 Vale shares in Q3 2026, an estimated $256K.
  • Vale made up 0.07% of Summit Securities Group's portfolio in Q3 2026, its #141 holding.
  • Summit Securities Group first reported a position in Vale in Q2 2013 and has held it in 31 quarters since.
  • Summit Securities Group's Vale position peaked at $5.14M in Q4 2025.
  • 278 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.