Moran Wealth Management’s Vale VALE Stock Holding History

Moran 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
2026 Q1	$1.69M	Buy	106,211 +27,116	+34%	+$423K	0.05%	329
2025 Q4	$1.03M	Buy	79,095 +16,778	+27%	+$204K	0.03%	354
2025 Q3	$677K	Buy	62,317 +3,483	+6%	+$35.6K	0.02%	375
2025 Q2	$571K	Buy	58,834 +1,537	+3%	+$14.5K	0.02%	392
2025 Q1	$572K	Buy	57,297 +35,389	+162%	+$334K	0.02%	364
2024 Q4	$194K	Sell	21,908 -1,776	-7%	-$18.1K	0.01%	411
2024 Q3	$277K	Sell	23,684 -1,535	-6%	-$16.5K	0.01%	392
2024 Q2	$282K	Buy	25,219 +1,202	+5%	+$14.5K	0.01%	377
2024 Q1	$293K	Sell	24,017 -3,038	-11%	-$41K	0.01%	386
2023 Q4	$429K	Sell	27,055 -80,983	-75%	-$1.16M	0.02%	342
2023 Q3	$1.45M	Sell	108,038 -1,214,760	-92%	-$16.5M	0.06%	235
2023 Q2	$17.8M	Buy	1,322,798 +79,664	+6%	+$1.13M	0.67%	52
2023 Q1	$19.6M	Buy	1,243,134 +875,536	+238%	+$14.8M	0.74%	39
2022 Q4	$6.24M	Buy	+367,598	New	+$5.53M	0.24%	126

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