SW
VALE icon

SVB Wealth’s Vale VALE Stock Holding History

SVB Wealth’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
-23,103
Closed -$231K – 1573
2025
Q1 		$231K Buy
+23,103
New +$218K 0.01% 294
2023
Q2 		– Sell
-16,665
Closed -$263K – 1008
2023
Q1 		$263K Buy
16,665
+228
+1% +$3.86K ﹤0.01% 778
2022
Q4 		$279K Buy
16,437
+3,831
+30% +$57.6K ﹤0.01% 774
2022
Q3 		$168K Sell
12,606
-4,898
-28% -$64.4K ﹤0.01% 876
2022
Q2 		$256K Buy
17,504
+2,907
+20% +$49.7K ﹤0.01% 612
2022
Q1 		$292K Sell
14,597
-377
-3% -$6.53K ﹤0.01% 593
2021
Q4 		$210K Sell
14,974
-17,616
-54% -$234K ﹤0.01% 691
2021
Q3 		$455K Sell
32,590
-15,927
-33% -$312K 0.01% 631
2021
Q2 		$1.11M Buy
48,517
+36,350
+299% +$760K 0.01% 367
2021
Q1 		$212K Buy
12,167
+486
+4% +$8.48K ﹤0.01% 816
2020
Q4 		$196K Buy
+11,681
New +$156K ﹤0.01% 748

Other funds holding VALE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

SVB Wealth's VALE Position: Q2 2025 in Review

SVB Wealth sold out of Vale (VALE) in Q2 2025, closing a stake of 23,103 shares — an estimated $231K sold.

SVB Wealth first reported a position in VALE in Q4 2020 and held it in 11 quarters. The position peaked at $1.11M in Q2 2021. 473 funds tracked by Wall St. Rank hold VALE as of Q2 2025.

  • SVB Wealth reported no remaining Vale position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 23,103 Vale shares in Q2 2025, an estimated $231K.
  • SVB Wealth first reported a position in Vale in Q4 2020 and held it in 11 quarters.
  • SVB Wealth's Vale position peaked at $1.11M in Q2 2021.
  • 473 funds tracked by Wall St. Rank held Vale as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.