Aptus Capital Advisors’s Vale VALE Stock Holding History

Aptus Capital Advisors’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 Q2	–	Sell	-11,559	Closed	-$115K	–	1567
2025 Q1	$115K	Buy	+11,559	New	+$109K	﹤0.01%	986

Other funds holding VALE

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Aptus Capital Advisors's VALE Position: Q2 2025 in Review

Aptus Capital Advisors sold out of Vale (VALE) in Q2 2025, closing a stake of 11,559 shares — an estimated $115K sold.

Aptus Capital Advisors first reported a position in VALE in Q1 2025 and held it in 1 quarter. The position peaked at $115K in Q1 2025. 473 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

Aptus Capital Advisors reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
Aptus Capital Advisors sold 11,559 Vale shares in Q2 2025, an estimated $115K.
Aptus Capital Advisors first reported a position in Vale in Q1 2025 and held it in 1 quarter.
Aptus Capital Advisors's Vale position peaked at $115K in Q1 2025.
473 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Aptus Capital Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.