Arkadios Wealth Advisors’s Vale VALE Stock Holding History

Arkadios Wealth 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
2026 Q1	$1.32M	Buy	82,860 +6,544	+9%	+$102K	0.02%	669
2025 Q4	$994K	Sell	76,316 -5,000	-6%	-$60.7K	0.02%	705
2025 Q3	$883K	Sell	81,316 -3,920	-5%	-$40K	0.02%	690
2025 Q2	$828K	Sell	85,236 -24,300	-22%	-$229K	0.02%	642
2025 Q1	$1.09M	Buy	109,536 +36,681	+50%	+$347K	0.04%	434
2024 Q4	$646K	Buy	72,855 +8,117	+13%	+$82.6K	0.04%	452
2024 Q3	$756K	Sell	64,738 -21,193	-25%	-$227K	0.04%	402
2024 Q2	$960K	Buy	+85,931	New	+$1.03M	0.06%	290
2024 Q1	–	Sell	-25,775	Closed	-$409K	–	787
2023 Q4	$409K	Buy	25,775 +10,182	+65%	+$146K	0.03%	431
2023 Q3	$209K	Buy	+15,593	New	+$212K	0.02%	606
2021 Q4	–	Sell	-2,054	Closed	-$28K	–	1727
2021 Q3	$28K	Buy	2,054 +1,085	+112%	+$21.3K	﹤0.01%	1097
2021 Q2	$22K	Buy	+969	New	+$20.3K	﹤0.01%	1247

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