RWA Wealth Partners’s Vale VALE Stock Holding History

RWA Wealth Partners’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	-10,790	Closed	-$108K	–	616
2025 Q1	$108K	Sell	10,790 -785	-7%	-$7.42K	﹤0.01%	540
2024 Q4	$103K	Sell	11,575 -7,000	-38%	-$71.2K	﹤0.01%	552
2024 Q3	$217K	Sell	18,575 -22,250	-55%	-$239K	﹤0.01%	532
2024 Q2	$456K	Sell	40,825 -173	-0.4%	-$2.08K	0.01%	403
2024 Q1	$500K	Hold	40,998	–	–	0.01%	395
2023 Q4	$650K	Hold	40,998	–	–	0.01%	347
2023 Q3	$549K	Sell	40,998 -500	-1%	-$6.81K	0.01%	248
2023 Q2	$557K	Buy	+41,498	New	+$588K	0.01%	222

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

RWA Wealth Partners's VALE Position: Q2 2025 in Review

RWA Wealth Partners sold out of Vale (VALE) in Q2 2025, closing a stake of 10,790 shares — an estimated $108K sold.

RWA Wealth Partners first reported a position in VALE in Q2 2023 and held it in 8 quarters. The position peaked at $650K in Q4 2023. 474 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

RWA Wealth Partners reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
RWA Wealth Partners sold 10,790 Vale shares in Q2 2025, an estimated $108K.
RWA Wealth Partners first reported a position in Vale in Q2 2023 and held it in 8 quarters.
RWA Wealth Partners's Vale position peaked at $650K in Q4 2023.
474 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on RWA Wealth Partners's 13F filing for Q2 2025, filed 6 Aug 2025.