Surience Private Wealth’s Vale VALE Stock Holding History

Surience Private Wealth’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	-146,001	Closed	-$2.32M	–	55
2026 Q1	$2.32M	Sell	146,001 -24,189	-14%	-$378K	2.49%	15
2025 Q4	$2.22M	Buy	+170,190	New	+$2.07M	2.38%	14
2025 Q2	–	Sell	-51,287	Closed	-$512K	–	43
2025 Q1	$512K	Buy	+51,287	New	+$485K	0.89%	18

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

Surience Private Wealth's VALE Position: Q2 2026 in Review

Surience Private Wealth sold out of Vale (VALE) in Q2 2026, closing a stake of 146,001 shares — an estimated $2.32M sold.

Surience Private Wealth first reported a position in VALE in Q1 2025 and held it in 3 quarters. The position peaked at $2.32M in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Surience Private Wealth reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
Surience Private Wealth sold 146,001 Vale shares in Q2 2026, an estimated $2.32M.
Surience Private Wealth first reported a position in Vale in Q1 2025 and held it in 3 quarters.
Surience Private Wealth's Vale position peaked at $2.32M in Q1 2026.
541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Surience Private Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.