Toth Financial Advisory’s Vale VALE Stock Holding History

Toth Financial Advisory’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	$1.5K	Hold	100	–	–	﹤0.01%	777
2026 Q1	$1.59K	Buy	+100	New	+$1.56K	﹤0.01%	743
2024 Q2	–	Sell	-120	Closed	-$1.46K	–	792
2024 Q1	$1.46K	Hold	120	–	–	﹤0.01%	648
2023 Q4	$1.9K	Hold	120	–	–	﹤0.01%	625
2023 Q3	$1.61K	Hold	120	–	–	﹤0.01%	653
2023 Q2	$1.61K	Hold	120	–	–	﹤0.01%	665
2023 Q1	$1.89K	Hold	120	–	–	﹤0.01%	663
2022 Q4	$2.04K	Hold	120	–	–	﹤0.01%	589
2022 Q3	$2K	Buy	+120	New	+$1.58K	﹤0.01%	658

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

Toth Financial Advisory's VALE Position: Q2 2026 in Review

Toth Financial Advisory held its Vale (VALE) position steady in Q2 2026 at 100 shares worth $1.5K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Toth Financial Advisory first reported a position in VALE in Q3 2022 and has held it in 9 quarters since. The position peaked at $2.04K in Q4 2022. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Toth Financial Advisory held 100 shares of Vale worth $1.5K as of Q2 2026.
Toth Financial Advisory left its Vale share count unchanged in Q2 2026.
Vale made up ﹤0.01% of Toth Financial Advisory's portfolio in Q2 2026, its #777 holding.
Toth Financial Advisory first reported a position in Vale in Q3 2022 and has held it in 9 quarters since.
Toth Financial Advisory's Vale position peaked at $2.04K in Q4 2022.
539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.