Triumph Capital Management’s Vale VALE Stock Holding History

Triumph Capital Management’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	$49.2K	Hold	3,269	–	–	0.01%	686
2026 Q1	$52K	Buy	3,269 +184	+6%	+$2.87K	0.01%	629
2025 Q4	$40.2K	Buy	+3,085	New	+$37.5K	0.01%	666
2023 Q1	–	Sell	-33,737	Closed	-$573K	–	233
2022 Q4	$573K	Buy	+33,737	New	+$507K	0.31%	75
2022 Q1	–	Sell	-18,596	Closed	-$261K	–	250
2021 Q4	$261K	Buy	+18,596	New	+$247K	0.11%	164

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

Triumph Capital Management's VALE Position: Q2 2026 in Review

Triumph Capital Management held its Vale (VALE) position steady in Q2 2026 at 3,269 shares worth $49.2K. The position accounts for 0.01% of the portfolio, ranked #686.

Triumph Capital Management first reported a position in VALE in Q4 2021 and has held it in 5 quarters since. The position peaked at $573K in Q4 2022. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Triumph Capital Management held 3,269 shares of Vale worth $49.2K as of Q2 2026.
Triumph Capital Management left its Vale share count unchanged in Q2 2026.
Vale made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #686 holding.
Triumph Capital Management first reported a position in Vale in Q4 2021 and has held it in 5 quarters since.
Triumph Capital Management's Vale position peaked at $573K in Q4 2022.
542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.