Inspire Advisors’s Vale VALE Stock Holding History

Inspire Advisors’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	$241K	Sell	15,126 -4,899	-24%	-$76.5K	0.02%	546
2025 Q4	$261K	Sell	20,025 -1,210	-6%	-$14.7K	0.02%	438
2025 Q3	$231K	Sell	21,235 -1,701	-7%	-$17.4K	0.02%	452
2025 Q2	$223K	Sell	22,936 -1,341	-6%	-$12.6K	0.02%	429
2025 Q1	$242K	Buy	24,277 +3,255	+15%	+$30.8K	0.03%	370
2024 Q4	$186K	Buy	21,022 +883	+4%	+$8.99K	0.02%	382
2024 Q3	$235K	Sell	20,139 -642	-3%	-$6.88K	0.03%	330
2024 Q2	$232K	Buy	20,781 +1,504	+8%	+$18.1K	0.03%	301
2024 Q1	$235K	Buy	19,277 +1,226	+7%	+$16.6K	0.03%	288
2023 Q4	$286K	Buy	18,051 +4,000	+28%	+$57.3K	0.04%	245
2023 Q3	$188K	Buy	14,051 +1,360	+11%	+$18.5K	0.03%	251
2023 Q2	$170K	Buy	12,691 +2,026	+19%	+$28.7K	0.03%	220
2023 Q1	$168K	Buy	10,665 +496	+5%	+$8.4K	0.04%	182
2022 Q4	$173K	Buy	+10,169	New	+$153K	0.04%	161
2021 Q1	–	Sell	-1,591	Closed	-$27K	–	685
2020 Q4	$27K	Buy	+1,591	New	+$21.2K	0.01%	327

Other funds holding VALE

Capital World Investors

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

BlackRock New York $5.72T 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 $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B 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