AAG
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Accordant Advisory Group’s Vale VALE Stock Holding History

Accordant Advisory Group’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
Q1 		$573 Hold
36
– – ﹤0.01% 223
2025
Q4 		$470 Sell
36
-464
-93% -$5.64K ﹤0.01% 157
2025
Q3 		$5.43K Hold
500
– – ﹤0.01% 143
2025
Q2 		$4.86K Hold
500
– – ﹤0.01% 141
2025
Q1 		$4.99K Hold
500
– – ﹤0.01% 127
2024
Q4 		$4.43K Hold
500
– – ﹤0.01% 129
2024
Q3 		$5.84K Sell
500
-21,274
-98% -$228K ﹤0.01% 128
2024
Q2 		$243K Buy
21,774
+18,274
+522% +$220K 0.23% 51
2024
Q1 		$42.7K Buy
+3,500
New +$47.2K 0.03% 133

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return