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 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 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

Aprio Wealth Management's VALE Position: Q2 2026 in Review

Aprio Wealth Management reduced its Vale (VALE) stake by 0.17% in Q2 2026, selling an estimated $1.68K and leaving 58,835 shares worth $885K. The position accounts for 0.04% of the portfolio, ranked #254.

Aprio Wealth Management first reported a position in VALE in Q3 2023 and has held it in 12 quarters since. The position peaked at $938K in Q1 2026. 542 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Aprio Wealth Management held 58,835 shares of Vale worth $885K as of Q2 2026.
Aprio Wealth Management sold 103 Vale shares in Q2 2026, an estimated $1.68K.
Vale made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #254 holding.
Aprio Wealth Management first reported a position in Vale in Q3 2023 and has held it in 12 quarters since.
Aprio Wealth Management's Vale position peaked at $938K in Q1 2026.
542 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.