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Golden State Wealth Management’s Vale VALE Stock Holding History

Golden State Wealth Management’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
Q4 		– Sell
-1,406
Closed -$15.3K – 1762
2025
Q3 		$15.3K Hold
1,406
– – ﹤0.01% 984
2025
Q2 		$13.7K Hold
1,406
– – ﹤0.01% 986
2025
Q1 		$14K Hold
1,406
– – ﹤0.01% 904
2024
Q4 		$12.5K Buy
+1,406
New +$14.3K ﹤0.01% 903

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Golden State Wealth Management's VALE Position: Q4 2025 in Review

Golden State Wealth Management sold out of Vale (VALE) in Q4 2025, closing a stake of 1,406 shares — an estimated $15.3K sold.

Golden State Wealth Management first reported a position in VALE in Q4 2024 and held it in 4 quarters. The position peaked at $15.3K in Q3 2025. 535 funds tracked by Wall St. Rank hold VALE as of Q4 2025.

  • Golden State Wealth Management reported no remaining Vale position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 1,406 Vale shares in Q4 2025, an estimated $15.3K.
  • Golden State Wealth Management first reported a position in Vale in Q4 2024 and held it in 4 quarters.
  • Golden State Wealth Management's Vale position peaked at $15.3K in Q3 2025.
  • 535 funds tracked by Wall St. Rank held Vale as of Q4 2025.

Based on Golden State Wealth Management's 13F filing for Q4 2025, filed 13 Feb 2026.