Sunbelt Securities’s Vale VALE Stock Holding History

Sunbelt Securities’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	$3.98K	Hold	250	–	–	﹤0.01%	1738
2025 Q4	$3.26K	Hold	250	–	–	﹤0.01%	1744
2025 Q3	$2.71K	Sell	250 -100	-29%	-$1.02K	﹤0.01%	1782
2025 Q2	$3.1K	Hold	350	–	–	﹤0.01%	1532
2025 Q1	$3.49K	Hold	350	–	–	﹤0.01%	1490
2024 Q4	$3.1K	Hold	350	–	–	﹤0.01%	1533
2024 Q3	$4.09K	Hold	350	–	–	﹤0.01%	1486
2024 Q2	$3.91K	Hold	350	–	–	﹤0.01%	1439
2024 Q1	$4.27K	Hold	350	–	–	﹤0.01%	1393
2023 Q4	$5.55K	Hold	350	–	–	﹤0.01%	1289
2023 Q3	$4.69K	Hold	350	–	–	﹤0.01%	1326
2023 Q2	$4.7K	Sell	350 -1,400	-80%	-$19.8K	﹤0.01%	1336
2023 Q1	$27.9K	Buy	+1,750	New	+$29.6K	﹤0.01%	872

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sunbelt Securities's VALE Position: Q1 2026 in Review

Sunbelt Securities held its Vale (VALE) position steady in Q1 2026 at 250 shares worth $3.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1738.

Sunbelt Securities first reported a position in VALE in Q1 2023 and has held it in 13 quarters since. The position peaked at $27.9K in Q1 2023. 556 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

Sunbelt Securities held 250 shares of Vale worth $3.98K as of Q1 2026.
Sunbelt Securities left its Vale share count unchanged in Q1 2026.
Vale made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1738 holding.
Sunbelt Securities first reported a position in Vale in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vale position peaked at $27.9K in Q1 2023.
556 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.