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Walser Wealth Management’s Vale VALE Stock Holding History

Walser Wealth 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 		$393K Buy
26,099
+3,225
+14% +$52.5K 0.16% 133
2026
Q1 		$364K Buy
22,874
+1,418
+7% +$22.1K 0.16% 105
2025
Q4 		$280K Buy
+21,456
New +$261K 0.15% 108

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

Walser Wealth Management's VALE Position: Q2 2026 in Review

Walser Wealth Management increased its Vale (VALE) stake by 14% in Q2 2026, buying an estimated $52.5K and bringing the position to 26,099 shares worth $393K. The position accounts for 0.16% of the portfolio, ranked #133.

Walser Wealth Management first reported a position in VALE in Q4 2025 and has held it in 3 quarters since. 538 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Walser Wealth Management held 26,099 shares of Vale worth $393K as of Q2 2026.
  • Walser Wealth Management bought 3,225 Vale shares in Q2 2026, an estimated $52.5K.
  • Vale made up 0.16% of Walser Wealth Management's portfolio in Q2 2026, its #133 holding.
  • Walser Wealth Management first reported a position in Vale in Q4 2025 and has held it in 3 quarters since.
  • 538 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Walser Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.