Waverly Advisors’s Vale VALE Stock Holding History

Waverly 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	$3.81M	Sell	253,556 -9,126	-3%	-$149K	0.02%	520
2026 Q1	$4.18M	Buy	262,682 +248,205	+1,714%	+$3.87M	0.03%	450
2025 Q4	$189K	Buy	14,477 +1,600	+12%	+$19.4K	﹤0.01%	1389
2025 Q3	$140K	Buy	12,877 +8	+0.1%	+$82	﹤0.01%	1242
2025 Q2	$125K	Hold	12,869	–	–	﹤0.01%	1157
2025 Q1	$128K	Buy	+12,869	New	+$122K	﹤0.01%	1081
2015 Q2	–	Sell	-123	Closed	-$1K	–	401
2015 Q1	$1K	Buy	+123	New	+$892	﹤0.01%	334

Other funds holding VALE

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Waverly Advisors's VALE Position: Q2 2026 in Review

Waverly Advisors reduced its Vale (VALE) stake by 3.5% in Q2 2026, selling an estimated $149K and leaving 253,556 shares worth $3.81M. The position accounts for 0.02% of the portfolio, ranked #520.

Waverly Advisors first reported a position in VALE in Q1 2015 and has held it in 7 quarters since. The position peaked at $4.18M in Q1 2026. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Waverly Advisors held 253,556 shares of Vale worth $3.81M as of Q2 2026.
Waverly Advisors sold 9,126 Vale shares in Q2 2026, an estimated $149K.
Vale made up 0.02% of Waverly Advisors's portfolio in Q2 2026, its #520 holding.
Waverly Advisors first reported a position in Vale in Q1 2015 and has held it in 7 quarters since.
Waverly Advisors's Vale position peaked at $4.18M in Q1 2026.
545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.