KIM
VALE icon

Kestra Investment Management’s Vale VALE Stock Holding History

Kestra Investment 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
Q1 		– Sell
-381
Closed -$3.38K – 1390
2024
Q4 		$3.38K Buy
+381
New +$3.88K ﹤0.01% 963

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Kestra Investment Management's VALE Position: Q1 2025 in Review

Kestra Investment Management sold out of Vale (VALE) in Q1 2025, closing a stake of 381 shares — an estimated $3.38K sold.

Kestra Investment Management first reported a position in VALE in Q4 2024 and held it in 1 quarter. The position peaked at $3.38K in Q4 2024. 489 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

  • Kestra Investment Management reported no remaining Vale position as of Q1 2025 after selling out during the quarter.
  • Kestra Investment Management sold 381 Vale shares in Q1 2025, an estimated $3.38K.
  • Kestra Investment Management first reported a position in Vale in Q4 2024 and held it in 1 quarter.
  • Kestra Investment Management's Vale position peaked at $3.38K in Q4 2024.
  • 489 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Kestra Investment Management's 13F filing for Q1 2025, filed 16 May 2025.