RAFFA WEALTH MANAGEMENT, LLC’s Vale VALE Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	$993	Sell	66 -40	-38%	-$652	﹤0.01%	1021
2026 Q1	$1.69K	Hold	106	–	–	﹤0.01%	811
2025 Q4	$1.38K	Hold	106	–	–	﹤0.01%	847
2025 Q3	$1.15K	Hold	106	–	–	﹤0.01%	857
2025 Q2	$1.03K	Hold	106	–	–	﹤0.01%	865
2025 Q1	$1.06K	Hold	106	–	–	﹤0.01%	813
2024 Q4	$940	Hold	106	–	–	﹤0.01%	882
2024 Q3	$1.24K	Hold	106	–	–	﹤0.01%	784
2024 Q2	$1.18K	Hold	106	–	–	﹤0.01%	849
2024 Q1	$1.29K	Buy	+106	New	+$1.43K	﹤0.01%	823
2023 Q3	$1.42K	Buy	+106	New	+$1.44K	﹤0.01%	685
2022 Q4	$645	Hold	38	–	–	﹤0.01%	901
2022 Q3	$506	Buy	+38	New	+$500	﹤0.01%	1030
2021 Q4	$533	Hold	38	–	–	﹤0.01%	1039
2021 Q3	$530	Hold	38	–	–	﹤0.01%	1033
2021 Q2	$867	Buy	+38	New	+$794	﹤0.01%	888
2014 Q2	–	Sell	-318	Closed	-$4.4K	–	286
2014 Q1	$4.4K	Buy	+318	New	+$4.34K	﹤0.01%	184

Other funds holding VALE

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's VALE Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC reduced its Vale (VALE) stake by 38% in Q2 2026, selling an estimated $652 and leaving 66 shares worth $993. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in VALE in Q1 2014 and has held it in 17 quarters since. The position peaked at $4.4K in Q1 2014. 129 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC held 66 shares of Vale worth $993 as of Q2 2026.
RAFFA WEALTH MANAGEMENT, LLC sold 40 Vale shares in Q2 2026, an estimated $652.
Vale made up ﹤0.01% of RAFFA WEALTH MANAGEMENT, LLC's portfolio in Q2 2026, its #1021 holding.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Vale in Q1 2014 and has held it in 17 quarters since.
RAFFA WEALTH MANAGEMENT, LLC's Vale position peaked at $4.4K in Q1 2014.
129 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.