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Union Bancaire Privee’s Vale VALE Stock Holding History

Union Bancaire Privee’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
-5,000
Closed -$60.4K – 531
2026
Q1 		$60.4K Sell
5,000
-11,000
-69% -$172K ﹤0.01% 440
2025
Q4 		$193K Buy
16,000
+2,294
+17% +$27.9K ﹤0.01% 396
2025
Q3 		$140K Buy
13,706
+3,000
+28% +$30.6K ﹤0.01% 391
2025
Q2 		$104K Hold
10,706
– – ﹤0.01% 400
2025
Q1 		$107K Hold
10,706
– – ﹤0.01% 413
2024
Q4 		$94.9K Buy
+10,706
New +$109K ﹤0.01% 459

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Union Bancaire Privee's VALE Position: Q2 2026 in Review

Union Bancaire Privee sold out of Vale (VALE) in Q2 2026, closing a stake of 5,000 shares — an estimated $60.4K sold.

Union Bancaire Privee first reported a position in VALE in Q4 2024 and held it in 6 quarters. The position peaked at $193K in Q4 2025. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Union Bancaire Privee reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 5,000 Vale shares in Q2 2026, an estimated $60.4K.
  • Union Bancaire Privee first reported a position in Vale in Q4 2024 and held it in 6 quarters.
  • Union Bancaire Privee's Vale position peaked at $193K in Q4 2025.
  • 539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.