Waterfront Wealth
VALE icon

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
Q3 		$1.45M Buy
111,245
+23,643
+27% +$344K 0.23% 127
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

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return

Waterfront Wealth's VALE Position: Q3 2026 in Review

Waterfront Wealth increased its Vale (VALE) stake by 27% in Q3 2026, buying an estimated $344K and bringing the position to 111,245 shares worth $1.45M. The position accounts for 0.23% of the portfolio, ranked #127.

Waterfront Wealth first reported a position in VALE in Q3 2025 and has held it in 5 quarters since. 272 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Waterfront Wealth held 111,245 shares of Vale worth $1.45M as of Q3 2026.
  • Waterfront Wealth bought 23,643 Vale shares in Q3 2026, an estimated $344K.
  • Vale made up 0.23% of Waterfront Wealth's portfolio in Q3 2026, its #127 holding.
  • Waterfront Wealth first reported a position in Vale in Q3 2025 and has held it in 5 quarters since.
  • 272 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.