High Note Wealth’s Vale VALE Stock Holding History

High Note Wealth’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	-25	Closed	-$243	–	1001
2025 Q2	$243	Sell	25 -7	-22%	-$66	﹤0.01%	802
2025 Q1	$319	Hold	32	–	–	﹤0.01%	772
2024 Q4	$284	Buy	+32	New	+$326	﹤0.01%	793

Other funds holding VALE

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

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

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

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

High Note Wealth's VALE Position: Q3 2025 in Review

High Note Wealth sold out of Vale (VALE) in Q3 2025, closing a stake of 25 shares — an estimated $243 sold.

High Note Wealth first reported a position in VALE in Q4 2024 and held it in 3 quarters. The position peaked at $319 in Q1 2025. 491 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

High Note Wealth reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
High Note Wealth sold 25 Vale shares in Q3 2025, an estimated $243.
High Note Wealth first reported a position in Vale in Q4 2024 and held it in 3 quarters.
High Note Wealth's Vale position peaked at $319 in Q1 2025.
491 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on High Note Wealth's 13F filing for Q3 2025, filed 4 Nov 2025.