Wealth Quarterback
VALE icon

Wealth Quarterback’s Vale VALE Stock Holding History

Wealth Quarterback’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 		$331K Sell
24,650
-329
-1% -$4.79K 0.1% 128
2026
Q2 		$376K Buy
24,979
+1,090
+5% +$17.8K 0.12% 113
2026
Q1 		$380K Buy
+23,889
New +$373K 0.15% 107
2020
Q1 		– Sell
-75
Closed -$990 – 1126
2019
Q4 		$990 Buy
+75
New +$901 ﹤0.01% 852

Other funds holding VALE

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
RWC Asset Advisors
RWC Asset Advisors Miami, Florida $377M AUM 46.95% 1-Year Est. Return
RWC Asset Management
RWC Asset Management London, United Kingdom $2.7B AUM 20.82% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
NLB Skladi upravljanje premozenja
NLB Skladi upravljanje premozenja Ljubljana $2.71B AUM 53.8% 1-Year Est. Return
Barings
Barings Charlotte, North Carolina $5.84B AUM 11.61% 1-Year Est. Return
B.A. Schrock Wealth Management, Inc.
B.A. Schrock Wealth Management, Inc. Wadsworth, Ohio $274M AUM

Wealth Quarterback's VALE Position: Q3 2026 in Review

Wealth Quarterback reduced its Vale (VALE) stake by 1.3% in Q3 2026, selling an estimated $4.79K and leaving 24,650 shares worth $331K. The position accounts for 0.1% of the portfolio, ranked #128.

Wealth Quarterback first reported a position in VALE in Q4 2019 and has held it in 4 quarters since. The position peaked at $380K in Q1 2026. 103 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Wealth Quarterback held 24,650 shares of Vale worth $331K as of Q3 2026.
  • Wealth Quarterback sold 329 Vale shares in Q3 2026, an estimated $4.79K.
  • Vale made up 0.1% of Wealth Quarterback's portfolio in Q3 2026, its #128 holding.
  • Wealth Quarterback first reported a position in Vale in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Vale position peaked at $380K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.