Ameritas Advisory Services’s Vale VALE Stock Holding History

Ameritas Advisory Services’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	–	Sell	-11,458	Closed	-$182K	–	2129
2026 Q1	$182K	Buy	+11,458	New	+$179K	0.01%	922
2025 Q4	–	Sell	-8,500	Closed	-$92.3K	–	2064
2025 Q3	$92.3K	Buy	8,500 +2,795	+49%	+$28.5K	0.01%	868
2025 Q2	$55.4K	Sell	5,705 -8,246	-59%	-$77.7K	﹤0.01%	1260
2025 Q1	$130K	Buy	13,951 +1,757	+14%	+$16.6K	0.01%	842
2024 Q4	$108K	Buy	12,194 +544	+5%	+$5.54K	﹤0.01%	859
2024 Q3	$136K	Buy	+11,650	New	+$125K	0.01%	822
2023 Q2	–	Sell	-9,030	Closed	-$142K	–	2430
2023 Q1	$142K	Buy	+9,030	New	+$153K	0.01%	883

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

Ameritas Advisory Services's VALE Position: Q2 2026 in Review

Ameritas Advisory Services sold out of Vale (VALE) in Q2 2026, closing a stake of 11,458 shares — an estimated $182K sold.

Ameritas Advisory Services first reported a position in VALE in Q1 2023 and held it in 7 quarters. The position peaked at $182K in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Ameritas Advisory Services reported no remaining Vale position as of Q2 2026 after selling out during the quarter.
Ameritas Advisory Services sold 11,458 Vale shares in Q2 2026, an estimated $182K.
Ameritas Advisory Services first reported a position in Vale in Q1 2023 and held it in 7 quarters.
Ameritas Advisory Services's Vale position peaked at $182K in Q1 2026.
539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.