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SummitTX Capital’s Vale VALE Stock Holding History

SummitTX Capital’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
-442,804
Closed -$7.05M – 1032
2026
Q1 		$7.05M Sell
442,804
-243,070
-35% -$3.79M 0.22% 113
2025
Q4 		$8.94M Sell
685,874
-243,245
-26% -$2.96M 0.27% 86
2025
Q3 		$10.1M Buy
929,119
+411,035
+79% +$4.2M 0.42% 50
2025
Q2 		$5.03M Sell
518,084
-420,207
-45% -$3.96M 0.22% 116
2025
Q1 		$9.36M Buy
+938,291
New +$8.87M 0.4% 45

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

SummitTX Capital's VALE Position: Q2 2026 in Review

SummitTX Capital sold out of Vale (VALE) in Q2 2026, closing a stake of 442,804 shares — an estimated $7.05M sold.

SummitTX Capital first reported a position in VALE in Q1 2025 and held it in 5 quarters. The position peaked at $10.1M in Q3 2025. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • SummitTX Capital reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • SummitTX Capital sold 442,804 Vale shares in Q2 2026, an estimated $7.05M.
  • SummitTX Capital first reported a position in Vale in Q1 2025 and held it in 5 quarters.
  • SummitTX Capital's Vale position peaked at $10.1M in Q3 2025.
  • 545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on SummitTX Capital's 13F filing for Q2 2026, filed 14 Aug 2026.