Iron Horse Wealth Management’s Vale VALE Stock Holding History

Iron Horse 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 Q2	$9.71K	Sell	1,000 -1,500	-60%	-$14.1K	﹤0.01%	289
2025 Q1	$24.9K	Sell	2,500 -140	-5%	-$1.32K	0.01%	179
2024 Q4	$23.4K	Buy	2,640 +700	+36%	+$7.12K	0.01%	168
2024 Q3	$22.7K	Hold	1,940	–	–	0.01%	168
2024 Q2	$21.7K	Buy	1,940 +500	+35%	+$6.01K	0.01%	153
2024 Q1	$17.6K	Hold	1,440	–	–	0.01%	143
2023 Q4	$22.8K	Hold	1,440	–	–	0.01%	114
2023 Q3	$19.3K	Buy	1,440 +140	+11%	+$1.91K	0.01%	117
2023 Q2	$17.4K	Hold	1,300	–	–	0.01%	116
2023 Q1	$20.5K	Sell	1,300 -1,738	-57%	-$29.4K	0.01%	104
2022 Q4	$52K	Buy	3,038 +1,738	+134%	+$26.1K	0.03%	77
2022 Q3	$17K	Sell	1,300 -1,190	-48%	-$15.7K	0.02%	71
2022 Q2	$36K	Buy	2,490 +1,790	+256%	+$30.6K	0.02%	76
2022 Q1	$14K	Buy	+700	New	+$12.1K	0.01%	119

Other funds holding VALE

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

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

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

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

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

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

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

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Iron Horse Wealth Management's VALE Position: Q2 2025 in Review

Iron Horse Wealth Management reduced its Vale (VALE) stake by 60% in Q2 2025, selling an estimated $14.1K and leaving 1,000 shares worth $9.71K. The position accounts for ﹤0.01% of the portfolio, ranked #289.

Iron Horse Wealth Management first reported a position in VALE in Q1 2022 and has held it in 14 quarters since. The position peaked at $52K in Q4 2022. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

Iron Horse Wealth Management held 1,000 shares of Vale worth $9.71K as of Q2 2025.
Iron Horse Wealth Management sold 1,500 Vale shares in Q2 2025, an estimated $14.1K.
Vale made up ﹤0.01% of Iron Horse Wealth Management's portfolio in Q2 2025, its #289 holding.
Iron Horse Wealth Management first reported a position in Vale in Q1 2022 and has held it in 14 quarters since.
Iron Horse Wealth Management's Vale position peaked at $52K in Q4 2022.
474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.