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Arista Wealth Management’s Vale VALE Stock Holding History

Arista 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
2025
Q4 		– Sell
-11,033
Closed -$120K – 318
2025
Q3 		$120K Hold
11,033
– – 0.01% 267
2025
Q2 		$107K Buy
+11,033
New +$104K 0.01% 245

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Arista Wealth Management's VALE Position: Q4 2025 in Review

Arista Wealth Management sold out of Vale (VALE) in Q4 2025, closing a stake of 11,033 shares — an estimated $120K sold.

Arista Wealth Management first reported a position in VALE in Q2 2025 and held it in 2 quarters. The position peaked at $120K in Q3 2025. 535 funds tracked by Wall St. Rank hold VALE as of Q4 2025.

  • Arista Wealth Management reported no remaining Vale position as of Q4 2025 after selling out during the quarter.
  • Arista Wealth Management sold 11,033 Vale shares in Q4 2025, an estimated $120K.
  • Arista Wealth Management first reported a position in Vale in Q2 2025 and held it in 2 quarters.
  • Arista Wealth Management's Vale position peaked at $120K in Q3 2025.
  • 535 funds tracked by Wall St. Rank held Vale as of Q4 2025.

Based on Arista Wealth Management's 13F filing for Q4 2025, filed 9 Feb 2026.