AIA
VALE icon

AssuredPartners Investment Advisors’s Vale VALE Stock Holding History

AssuredPartners Investment 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 		$474K Sell
29,367
-6,983
-19% -$109K 0.05% 259
2025
Q4 		$474K Buy
+36,350
New +$442K 0.07% 219
2025
Q2 		– Sell
-38,637
Closed -$386K – 327
2025
Q1 		$386K Buy
38,637
+15,903
+70% +$150K 0.07% 234
2024
Q4 		$202K Buy
+22,734
New +$231K 0.04% 315

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B 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

AssuredPartners Investment Advisors's VALE Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its Vale (VALE) stake by 19% in Q1 2026, selling an estimated $109K and leaving 29,367 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #259.

AssuredPartners Investment Advisors first reported a position in VALE in Q4 2024 and has held it in 4 quarters since. 553 funds tracked by Wall St. Rank hold VALE as of Q1 2026.

  • AssuredPartners Investment Advisors held 29,367 shares of Vale worth $474K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 6,983 Vale shares in Q1 2026, an estimated $109K.
  • Vale made up 0.05% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #259 holding.
  • AssuredPartners Investment Advisors first reported a position in Vale in Q4 2024 and has held it in 4 quarters since.
  • 553 funds tracked by Wall St. Rank held Vale as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.