AAS
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Avantax Advisory Services’s Vale VALE Stock Holding History

Avantax Advisory Services’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 		$260K Sell
26,769
-3,055
-10% -$28.8K ﹤0.01% 2024
2025
Q1 		$298K Sell
29,824
-22,677
-43% -$214K ﹤0.01% 1829
2024
Q4 		$466K Sell
52,501
-5,000
-9% -$50.9K ﹤0.01% 1494
2024
Q3 		$672K Buy
57,501
+33,113
+136% +$355K ﹤0.01% 1232
2024
Q2 		$272K Buy
24,388
+2,163
+10% +$26K ﹤0.01% 1757
2024
Q1 		$271K Sell
22,225
-2,966
-12% -$40K ﹤0.01% 1360
2023
Q4 		$400K Sell
25,191
-1,563
-6% -$22.4K ﹤0.01% 1093
2023
Q3 		$359K Buy
26,754
+1,695
+7% +$23.1K ﹤0.01% 1098
2023
Q2 		$336K Sell
25,059
-3,233
-11% -$45.8K ﹤0.01% 1119
2023
Q1 		$446K Sell
28,292
-2,262
-7% -$38.3K 0.01% 963
2022
Q4 		$518K Buy
30,554
+3,146
+11% +$47.3K 0.01% 846
2022
Q3 		$365K Buy
27,408
+8,799
+47% +$116K 0.01% 913
2022
Q2 		$272K Buy
18,609
+6,684
+56% +$114K ﹤0.01% 1055
2022
Q1 		$240K Buy
+11,925
New +$206K ﹤0.01% 1113
2020
Q4 		– Sell
-13,281
Closed -$140K – 1341
2020
Q3 		$140K Buy
+13,281
New +$149K ﹤0.01% 1270

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Avantax Advisory Services's VALE Position: Q2 2025 in Review

Avantax Advisory Services reduced its Vale (VALE) stake by 10% in Q2 2025, selling an estimated $28.8K and leaving 26,769 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #2024.

Avantax Advisory Services first reported a position in VALE in Q3 2020 and has held it in 15 quarters since. The position peaked at $672K in Q3 2024. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

  • Avantax Advisory Services held 26,769 shares of Vale worth $260K as of Q2 2025.
  • Avantax Advisory Services sold 3,055 Vale shares in Q2 2025, an estimated $28.8K.
  • Vale made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2024 holding.
  • Avantax Advisory Services first reported a position in Vale in Q3 2020 and has held it in 15 quarters since.
  • Avantax Advisory Services's Vale position peaked at $672K in Q3 2024.
  • 474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.