World Investment Advisors’s Vale VALE Stock Holding History

World Investment 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	$300K	Sell	18,877 -16,399	-46%	-$267K	0.01%	1223
2026 Q1	$561K	Buy	35,276 +1,730	+5%	+$27K	0.01%	926
2025 Q4	$437K	Buy	33,546 +17,955	+115%	+$218K	0.01%	984
2025 Q3	$169K	Sell	15,591 -1,506	-9%	-$15.4K	﹤0.01%	1185
2025 Q2	$166K	Hold	17,097	–	–	﹤0.01%	1097
2025 Q1	$171K	Hold	17,097	–	–	﹤0.01%	1025
2024 Q4	$152K	Sell	17,097 -2,279	-12%	-$23.2K	﹤0.01%	978
2024 Q3	$226K	Buy	19,376 +9,161	+90%	+$98.2K	0.01%	829
2024 Q2	$114K	Buy	+10,215	New	+$123K	0.01%	611

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

World Investment Advisors's VALE Position: Q2 2026 in Review

World Investment Advisors reduced its Vale (VALE) stake by 46% in Q2 2026, selling an estimated $267K and leaving 18,877 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #1223.

World Investment Advisors first reported a position in VALE in Q2 2024 and has held it in 9 quarters since. The position peaked at $561K in Q1 2026. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

World Investment Advisors held 18,877 shares of Vale worth $300K as of Q2 2026.
World Investment Advisors sold 16,399 Vale shares in Q2 2026, an estimated $267K.
Vale made up 0.01% of World Investment Advisors's portfolio in Q2 2026, its #1223 holding.
World Investment Advisors first reported a position in Vale in Q2 2024 and has held it in 9 quarters since.
World Investment Advisors's Vale position peaked at $561K in Q1 2026.
545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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