Aprio Wealth Management
VALE icon

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
Q3 		$793K Buy
59,136
+301
+0.5% +$4.38K 0.04% 301
2026
Q2 		$885K Sell
58,835
-103
-0.2% -$1.68K 0.04% 254
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 $824B AUM 37.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $234B AUM 43.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Aprio Wealth Management's VALE Position: Q3 2026 in Review

Aprio Wealth Management increased its Vale (VALE) stake by 0.51% in Q3 2026, buying an estimated $4.38K and bringing the position to 59,136 shares worth $793K. The position accounts for 0.04% of the portfolio, ranked #301.

Aprio Wealth Management first reported a position in VALE in Q3 2023 and has held it in 13 quarters since. The position peaked at $938K in Q1 2026. 435 funds tracked by Wall St. Rank hold VALE as of Q3 2026.

  • Aprio Wealth Management held 59,136 shares of Vale worth $793K as of Q3 2026.
  • Aprio Wealth Management bought 301 Vale shares in Q3 2026, an estimated $4.38K.
  • Vale made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #301 holding.
  • Aprio Wealth Management first reported a position in Vale in Q3 2023 and has held it in 13 quarters since.
  • Aprio Wealth Management's Vale position peaked at $938K in Q1 2026.
  • 435 funds tracked by Wall St. Rank held Vale as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.