Atria Wealth Solutions’s Vale VALE Stock Holding History

Atria Wealth Solutions’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 Q2	$139K	Sell	14,279 -10,326	-42%	-$97.3K	﹤0.01%	1418
2025 Q1	$246K	Sell	24,605 -2,084	-8%	-$19.7K	﹤0.01%	1602
2024 Q4	$237K	Buy	26,689 +12,801	+92%	+$130K	﹤0.01%	1706
2024 Q3	$162K	Sell	13,888 -37,234	-73%	-$399K	﹤0.01%	1820
2024 Q2	$571K	Sell	51,122 -21,882	-30%	-$263K	0.01%	1173
2024 Q1	$890K	Buy	73,004 +25,061	+52%	+$338K	0.01%	962
2023 Q4	$760K	Buy	47,943 +15,099	+46%	+$216K	0.01%	996
2023 Q3	$440K	Buy	+32,844	New	+$447K	0.01%	1188
2023 Q2	–	Sell	-15,164	Closed	-$239K	–	1993
2023 Q1	$239K	Sell	15,164 -80,930	-84%	-$1.37M	﹤0.01%	1557
2022 Q4	$1.63M	Buy	96,094 +7,911	+9%	+$119K	0.03%	587
2022 Q3	$1.17M	Sell	88,183 -78,294	-47%	-$1.03M	0.02%	664
2022 Q2	$2.44M	Buy	166,477 +66,008	+66%	+$1.13M	0.05%	384
2022 Q1	$2.01M	Buy	+100,469	New	+$1.74M	0.03%	482

Other funds holding VALE

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Atria Wealth Solutions's VALE Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Vale (VALE) stake by 42% in Q2 2025, selling an estimated $97.3K and leaving 14,279 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Atria Wealth Solutions first reported a position in VALE in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.44M in Q2 2022. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

Atria Wealth Solutions held 14,279 shares of Vale worth $139K as of Q2 2025.
Atria Wealth Solutions sold 10,326 Vale shares in Q2 2025, an estimated $97.3K.
Vale made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1418 holding.
Atria Wealth Solutions first reported a position in Vale in Q1 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's Vale position peaked at $2.44M in Q2 2022.
474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.