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 Q2	$370K	Sell	24,582 -4,785	-16%	-$78K	0.04%	306
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 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

AssuredPartners Investment Advisors's VALE Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Vale (VALE) stake by 16% in Q2 2026, selling an estimated $78K and leaving 24,582 shares worth $370K. The position accounts for 0.04% of the portfolio, ranked #306.

AssuredPartners Investment Advisors first reported a position in VALE in Q4 2024 and has held it in 5 quarters since. The position peaked at $474K in Q1 2026. 545 funds tracked by Wall St. Rank hold VALE as of Q2 2026.

AssuredPartners Investment Advisors held 24,582 shares of Vale worth $370K as of Q2 2026.
AssuredPartners Investment Advisors sold 4,785 Vale shares in Q2 2026, an estimated $78K.
Vale made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #306 holding.
AssuredPartners Investment Advisors first reported a position in Vale in Q4 2024 and has held it in 5 quarters since.
AssuredPartners Investment Advisors's Vale position peaked at $474K in Q1 2026.
545 funds tracked by Wall St. Rank held Vale as of Q2 2026.

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