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Phillips Wealth Planners’s Vale VALE Stock Holding History

Phillips Wealth Planners’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
-10,477
Closed -$96.6K – 197
2025
Q1 		$96.6K Buy
+10,477
New +$99K 0.1% 173
2024
Q4 		– Sell
-10,705
Closed -$118K – 198
2024
Q3 		$118K Buy
+10,705
New +$115K 0.11% 194
2023
Q4 		– Sell
-11,576
Closed -$148K – 168
2023
Q3 		$148K Buy
+11,576
New +$158K 0.2% 142

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Morgan Stanley
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

Phillips Wealth Planners's VALE Position: Q2 2025 in Review

Phillips Wealth Planners sold out of Vale (VALE) in Q2 2025, closing a stake of 10,477 shares — an estimated $96.6K sold.

Phillips Wealth Planners first reported a position in VALE in Q3 2023 and held it in 3 quarters. The position peaked at $148K in Q3 2023. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

  • Phillips Wealth Planners reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
  • Phillips Wealth Planners sold 10,477 Vale shares in Q2 2025, an estimated $96.6K.
  • Phillips Wealth Planners first reported a position in Vale in Q3 2023 and held it in 3 quarters.
  • Phillips Wealth Planners's Vale position peaked at $148K in Q3 2023.
  • 474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on Phillips Wealth Planners's 13F filing for Q2 2025, filed 11 Jul 2025.