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Waterfront Wealth’s Vale VALE Stock Holding History

Waterfront Wealth’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 		$1.27M Buy
87,602
+824
+0.9% +$13.4K 0.2% 137
2026
Q1 		$1.38M Buy
86,778
+7,827
+10% +$122K 0.25% 121
2025
Q4 		$1.28M Buy
78,951
+1,254
+2% +$15.2K 0.24% 123
2025
Q3 		$894K Buy
+77,697
New +$793K 0.18% 151

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

Waterfront Wealth's VALE Position: Q2 2026 in Review

Waterfront Wealth increased its Vale (VALE) stake by 0.95% in Q2 2026, buying an estimated $13.4K and bringing the position to 87,602 shares worth $1.27M. The position accounts for 0.2% of the portfolio, ranked #137.

Waterfront Wealth first reported a position in VALE in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2026. 541 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

  • Waterfront Wealth held 87,602 shares of Vale worth $1.27M as of Q2 2026.
  • Waterfront Wealth bought 824 Vale shares in Q2 2026, an estimated $13.4K.
  • Vale made up 0.2% of Waterfront Wealth's portfolio in Q2 2026, its #137 holding.
  • Waterfront Wealth first reported a position in Vale in Q3 2025 and has held it in 4 quarters since.
  • Waterfront Wealth's Vale position peaked at $1.38M in Q1 2026.
  • 541 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.