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Ameliora Wealth Management’s Vale VALE Stock Holding History

Ameliora Wealth Management’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
2025
Q3 		– Sell
-4,000
Closed -$38.8K – 236
2025
Q2 		$38.8K Hold
4,000
– – 0.01% 156
2025
Q1 		$39.9K Hold
4,000
– – 0.02% 165
2024
Q4 		$35.5K Hold
4,000
– – 0.01% 163
2024
Q3 		$46.7K Hold
4,000
– – 0.02% 112
2024
Q2 		$44.7K Hold
4,000
– – 0.02% 123
2024
Q1 		$48.8K Buy
+4,000
New +$54K 0.02% 132
2022
Q4 		– Sell
-3,000
Closed -$40K – 243
2022
Q3 		$40K Buy
+3,000
New +$39.5K 0.02% 152

Other funds holding VALE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameliora Wealth Management's VALE Position: Q3 2025 in Review

Ameliora Wealth Management sold out of Vale (VALE) in Q3 2025, closing a stake of 4,000 shares — an estimated $38.8K sold.

Ameliora Wealth Management first reported a position in VALE in Q3 2022 and held it in 7 quarters. The position peaked at $48.8K in Q1 2024. 491 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

  • Ameliora Wealth Management reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
  • Ameliora Wealth Management sold 4,000 Vale shares in Q3 2025, an estimated $38.8K.
  • Ameliora Wealth Management first reported a position in Vale in Q3 2022 and held it in 7 quarters.
  • Ameliora Wealth Management's Vale position peaked at $48.8K in Q1 2024.
  • 491 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Ameliora Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.