Corient IA’s Vale VALE Stock Holding History

Corient IA’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 Q3	–	Sell	-33,500	Closed	-$325K	–	281
2025 Q2	$325K	Hold	33,500	–	–	0.19%	204
2025 Q1	$334K	Buy	+33,500	New	+$317K	0.24%	179

Other funds holding VALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient IA's VALE Position: Q3 2025 in Review

Corient IA sold out of Vale (VALE) in Q3 2025, closing a stake of 33,500 shares — an estimated $325K sold.

Corient IA first reported a position in VALE in Q1 2025 and held it in 2 quarters. The position peaked at $334K in Q1 2025. 489 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

Corient IA reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
Corient IA sold 33,500 Vale shares in Q3 2025, an estimated $325K.
Corient IA first reported a position in Vale in Q1 2025 and held it in 2 quarters.
Corient IA's Vale position peaked at $334K in Q1 2025.
489 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Corient IA's 13F filing for Q3 2025, filed 12 Nov 2025.