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 Q2	$1.1M	Sell	73,333 -9,527	-11%	-$155K	0.02%	771
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	–	1725
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 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

Arkadios Wealth Advisors's VALE Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its Vale (VALE) stake by 11% in Q2 2026, selling an estimated $155K and leaving 73,333 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #771.

Arkadios Wealth Advisors first reported a position in VALE in Q2 2021 and has held it in 13 quarters since. The position peaked at $1.32M in Q1 2026. 539 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

Arkadios Wealth Advisors held 73,333 shares of Vale worth $1.1M as of Q2 2026.
Arkadios Wealth Advisors sold 9,527 Vale shares in Q2 2026, an estimated $155K.
Vale made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #771 holding.
Arkadios Wealth Advisors first reported a position in Vale in Q2 2021 and has held it in 13 quarters since.
Arkadios Wealth Advisors's Vale position peaked at $1.32M in Q1 2026.
539 funds tracked by Wall St. Rank held Vale as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.