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 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 $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Surience Private Wealth's VALE Position: Q1 2026 in Review

Surience Private Wealth reduced its Vale (VALE) stake by 14% in Q1 2026, selling an estimated $378K and leaving 146,001 shares worth $2.32M. The position accounts for 2.49% of the portfolio, ranked #15.

Surience Private Wealth first reported a position in VALE in Q1 2025 and has held it in 3 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

Surience Private Wealth held 146,001 shares of Vale worth $2.32M as of Q1 2026.
Surience Private Wealth sold 24,189 Vale shares in Q1 2026, an estimated $378K.
Vale made up 2.49% of Surience Private Wealth's portfolio in Q1 2026, its #15 holding.
Surience Private Wealth first reported a position in Vale in Q1 2025 and has held it in 3 quarters since.
553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on Surience Private Wealth's 13F filing for Q1 2026, filed 20 Apr 2026.