KPP Advisory Services’s Vale VALE Stock Holding History

KPP Advisory Services’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	–	Sell	-10,067	Closed	-$100K	–	323
2025 Q1	$100K	Buy	+10,067	New	+$95.1K	0.02%	284

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

KPP Advisory Services's VALE Position: Q2 2025 in Review

KPP Advisory Services sold out of Vale (VALE) in Q2 2025, closing a stake of 10,067 shares — an estimated $100K sold.

KPP Advisory Services first reported a position in VALE in Q1 2025 and held it in 1 quarter. The position peaked at $100K in Q1 2025. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

KPP Advisory Services reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
KPP Advisory Services sold 10,067 Vale shares in Q2 2025, an estimated $100K.
KPP Advisory Services first reported a position in Vale in Q1 2025 and held it in 1 quarter.
KPP Advisory Services's Vale position peaked at $100K in Q1 2025.
474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on KPP Advisory Services's 13F filing for Q2 2025, filed 23 Jul 2025.