United Capital Financial Advisors
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United Capital Financial Advisors’s Vale VALE Stock Holding History

United Capital Financial Advisors’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 		$214K Buy
14,255
+1,797
+14% +$29.3K ﹤0.01% 1522
2026
Q1 		$198K Buy
+12,458
New +$194K ﹤0.01% 1557
2024
Q2 		– Sell
-237,084
Closed -$2.89M – 1116
2024
Q1 		$2.89M Sell
237,084
-8,569
-3% -$116K 0.02% 361
2023
Q4 		$3.9M Sell
245,653
-213,996
-47% -$3.07M 0.03% 321
2023
Q3 		$6.16M Buy
459,649
+4,903
+1% +$66.7K 0.04% 276
2023
Q2 		$6.1M Buy
454,746
+4,249
+0.9% +$60.2K 0.03% 289
2023
Q1 		$7.11M Buy
450,497
+7,300
+2% +$124K 0.04% 283
2022
Q4 		$7.52M Sell
443,197
-16,218
-4% -$244K 0.04% 286
2022
Q3 		$6.12M Sell
459,415
-40,172
-8% -$528K 0.04% 303
2022
Q2 		$7.31M Sell
499,587
-7,904
-2% -$135K 0.04% 291
2022
Q1 		$10.1M Buy
507,491
+56,749
+13% +$983K 0.05% 276
2021
Q4 		$6.32M Buy
450,742
+47,838
+12% +$636K 0.03% 343
2021
Q3 		$5.62M Buy
402,904
+59,241
+17% +$1.16M 0.03% 360
2021
Q2 		$7.84M Buy
+343,663
New +$7.18M 0.04% 308
2019
Q1 		– Sell
-13,319
Closed -$173K – 1409
2018
Q4 		$173K Sell
13,319
-137
-1% -$1.96K ﹤0.01% 1211
2018
Q3 		$200K Sell
13,456
-18,665
-58% -$252K ﹤0.01% 1255
2018
Q2 		$412K Buy
32,121
+1,707
+6% +$23.3K ﹤0.01% 981
2018
Q1 		$387K Buy
+30,414
New +$400K ﹤0.01% 1015
2014
Q2 		– Sell
-86,397
Closed -$1.2M – 930
2014
Q1 		$1.2M Buy
+86,397
New +$1.18M 0.03% 444
2013
Q3 		– Sell
-12,959
Closed -$170K – 747
2013
Q2 		$170K Buy
+12,959
New +$203K ﹤0.01% 664

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

United Capital Financial Advisors's VALE Position: Q2 2026 in Review

United Capital Financial Advisors increased its Vale (VALE) stake by 14% in Q2 2026, buying an estimated $29.3K and bringing the position to 14,255 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1522.

United Capital Financial Advisors first reported a position in VALE in Q2 2013 and has held it in 20 quarters since. The position peaked at $10.1M in Q1 2022. 546 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • United Capital Financial Advisors held 14,255 shares of Vale worth $214K as of Q2 2026.
  • United Capital Financial Advisors bought 1,797 Vale shares in Q2 2026, an estimated $29.3K.
  • Vale made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1522 holding.
  • United Capital Financial Advisors first reported a position in Vale in Q2 2013 and has held it in 20 quarters since.
  • United Capital Financial Advisors's Vale position peaked at $10.1M in Q1 2022.
  • 546 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.