Wedmont Private Capital’s Vale VALE Stock Holding History

Wedmont Private Capital’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	$350K	Sell	24,204 -1,655	-6%	-$27K	0.01%	681
2026 Q1	$433K	Buy	25,859 +399	+2%	+$6.23K	0.01%	547
2025 Q4	$363K	Buy	25,460 +1,204	+5%	+$14.6K	0.01%	586
2025 Q3	$268K	Hold	24,256	–	–	0.01%	650
2025 Q2	$239K	Buy	24,256 +138	+0.6%	+$1.3K	0.01%	662
2025 Q1	$222K	Hold	24,118	–	–	0.01%	614
2024 Q4	$205K	Buy	24,118 +10,246	+74%	+$104K	0.01%	659
2024 Q3	$160K	Hold	13,872	–	–	0.01%	644
2024 Q2	$160K	Sell	13,872 -97	-0.7%	-$1.17K	0.01%	619
2024 Q1	$175K	Sell	13,969 -128	-0.9%	-$1.73K	0.01%	576
2023 Q4	$215K	Buy	14,097 +1,903	+16%	+$27.3K	0.02%	511
2023 Q3	$157K	Buy	12,194 +1,277	+12%	+$17.4K	0.02%	478
2023 Q2	$156K	Hold	10,917	–	–	0.02%	482
2023 Q1	$168K	Hold	10,917	–	–	0.02%	446
2022 Q4	$193K	Buy	10,917 +699	+7%	+$10.5K	0.03%	431
2022 Q3	$136K	Hold	10,218	–	–	0.03%	360
2022 Q2	$149K	Hold	10,218	–	–	0.03%	331
2022 Q1	$217K	Buy	+10,218	New	+$177K	0.05%	300

Other funds holding VALE

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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Caprock Group Boise, Idaho $5.22B AUM 42.47% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GMFG

Greater Midwest Financial Group St. Paul, Minnesota $201M AUM 53.09% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Wedmont Private Capital's VALE Position: Q2 2026 in Review

Wedmont Private Capital reduced its Vale (VALE) stake by 6.4% in Q2 2026, selling an estimated $27K and leaving 24,204 shares worth $350K. The position accounts for 0.01% of the portfolio, ranked #681.

Wedmont Private Capital first reported a position in VALE in Q1 2022 and has held it in 18 quarters since. The position peaked at $433K in Q1 2026. 129 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Wedmont Private Capital held 24,204 shares of Vale worth $350K as of Q2 2026.
Wedmont Private Capital sold 1,655 Vale shares in Q2 2026, an estimated $27K.
Vale made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #681 holding.
Wedmont Private Capital first reported a position in Vale in Q1 2022 and has held it in 18 quarters since.
Wedmont Private Capital's Vale position peaked at $433K in Q1 2026.
129 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.