Midwest Trust’s Vale VALE Stock Holding History

Midwest Trust’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	-11,836	Closed	-$115K	–	612
2025 Q2	$115K	Buy	+11,836	New	+$111K	﹤0.01%	584

Other funds holding VALE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Midwest Trust's VALE Position: Q3 2025 in Review

Midwest Trust sold out of Vale (VALE) in Q3 2025, closing a stake of 11,836 shares — an estimated $115K sold.

Midwest Trust first reported a position in VALE in Q2 2025 and held it in 1 quarter. The position peaked at $115K in Q2 2025. 489 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

Midwest Trust reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
Midwest Trust sold 11,836 Vale shares in Q3 2025, an estimated $115K.
Midwest Trust first reported a position in Vale in Q2 2025 and held it in 1 quarter.
Midwest Trust's Vale position peaked at $115K in Q2 2025.
489 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Midwest Trust's 13F filing for Q3 2025, filed 6 Nov 2025.