Equitable Holdings’s Vale VALE Stock Holding History

Equitable Holdings’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	$765K	Sell	58,602 -11,306	-16%	-$177K	﹤0.01%	1077
2025 Q4	$911K	Buy	69,908 +413	+0.6%	+$5.02K	0.01%	896
2025 Q3	$755K	Buy	69,495 +2,427	+4%	+$24.8K	0.01%	933
2025 Q2	$651K	Buy	67,068 +19,756	+42%	+$186K	0.01%	928
2025 Q1	$472K	Sell	47,312 -1,650	-3%	-$15.6K	﹤0.01%	933
2024 Q4	$434K	Buy	48,962 +12,896	+36%	+$131K	﹤0.01%	911
2024 Q3	$421K	Buy	36,066 +6,136	+21%	+$65.8K	﹤0.01%	922
2024 Q2	$334K	Buy	29,930 +5,931	+25%	+$71.3K	﹤0.01%	962
2024 Q1	$293K	Buy	23,999 +6,383	+36%	+$86.2K	﹤0.01%	963
2023 Q4	$279K	Buy	17,616 +1,070	+6%	+$15.3K	﹤0.01%	961
2023 Q3	$222K	Buy	16,546 +82	+0.5%	+$1.12K	﹤0.01%	970
2023 Q2	$221K	Buy	+16,464	New	+$233K	﹤0.01%	956
2023 Q1	–	Sell	-11,125	Closed	-$189K	–	1006
2022 Q4	$189K	Sell	11,125 -3,272	-23%	-$49.2K	﹤0.01%	863
2022 Q3	$192K	Buy	+14,397	New	+$189K	﹤0.01%	826

Other funds holding VALE

Capital World Investors

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

BlackRock New York $5.7T 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Robeco Institutional Asset Management

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.7B 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