Aprio Wealth Management’s Vale VALE Stock Holding History

Aprio 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
2026 Q1	$938K	Buy	58,938 +4,115	+8%	+$64.2K	0.05%	223
2025 Q4	$714K	Buy	54,823 +12,406	+29%	+$151K	0.04%	248
2025 Q3	$461K	Buy	42,417 +10,527	+33%	+$107K	0.05%	236
2025 Q2	$310K	Sell	31,890 -56,595	-64%	-$533K	0.03%	282
2025 Q1	$883K	Buy	88,485 +39,792	+82%	+$376K	0.11%	117
2024 Q4	$432K	Buy	48,693 +23,845	+96%	+$243K	0.06%	151
2024 Q3	$290K	Sell	24,848 -4,620	-16%	-$49.5K	0.05%	202
2024 Q2	$329K	Buy	29,468 +12,460	+73%	+$150K	0.06%	153
2024 Q1	$207K	Sell	17,008 -743	-4%	-$10K	0.04%	220
2023 Q4	$282K	Buy	17,751 +7,087	+66%	+$102K	0.06%	143
2023 Q3	$143K	Buy	+10,664	New	+$145K	0.04%	170

Other funds holding VALE

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 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 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