Orion Portfolio Solutions’s Vale VALE Stock Holding History

Orion Portfolio Solutions’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	$163K	Buy	16,285 +43	+0.3%	+$406	﹤0.01%	1824
2024 Q4	$144K	Buy	+16,242	New	+$165K	﹤0.01%	1780
2024 Q3	–	Sell	-56,902	Closed	-$636K	–	1853
2024 Q2	$636K	Sell	56,902 -4,536	-7%	-$54.5K	0.01%	1197
2024 Q1	$749K	Buy	61,438 +6,264	+11%	+$84.6K	0.01%	1112
2023 Q4	$843K	Buy	55,174 +10,376	+23%	+$149K	0.01%	1022
2023 Q3	$600K	Sell	44,798 -1,821	-4%	-$24.8K	0.01%	1139
2023 Q2	$626K	Sell	46,619 -82	-0.2%	-$1.16K	0.01%	1135
2023 Q1	$737K	Buy	+46,701	New	+$791K	0.01%	1003
2020 Q1	–	Sell	-102	Closed	-$1K	–	2328
2019 Q4	$1K	Buy	+102	New	+$1.23K	﹤0.01%	1746

Other funds holding VALE

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Orion Portfolio Solutions's VALE Position: Q1 2025 in Review

Orion Portfolio Solutions increased its Vale (VALE) stake by 0.26% in Q1 2025, buying an estimated $406 and bringing the position to 16,285 shares worth $163K. The position accounts for ﹤0.01% of the portfolio, ranked #1824.

Orion Portfolio Solutions first reported a position in VALE in Q4 2019 and has held it in 9 quarters since. The position peaked at $843K in Q4 2023. 490 funds tracked by Wall St. Rank hold VALE as of Q1 2025.

Orion Portfolio Solutions held 16,285 shares of Vale worth $163K as of Q1 2025.
Orion Portfolio Solutions bought 43 Vale shares in Q1 2025, an estimated $406.
Vale made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1824 holding.
Orion Portfolio Solutions first reported a position in Vale in Q4 2019 and has held it in 9 quarters since.
Orion Portfolio Solutions's Vale position peaked at $843K in Q4 2023.
490 funds tracked by Wall St. Rank held Vale as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.