Tepp RIA’s Vale VALE Stock Holding History

Tepp RIA’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 Q3	–	Sell	-14,740	Closed	-$143K	–	38
2025 Q2	$143K	Hold	14,740	–	–	0.18%	27
2025 Q1	$147K	Sell	14,740 -2,932	-17%	-$27.7K	0.2%	27
2024 Q4	$157K	Buy	+17,672	New	+$180K	0.23%	30

Other funds holding VALE

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tepp RIA's VALE Position: Q3 2025 in Review

Tepp RIA sold out of Vale (VALE) in Q3 2025, closing a stake of 14,740 shares — an estimated $143K sold.

Tepp RIA first reported a position in VALE in Q4 2024 and held it in 3 quarters. The position peaked at $157K in Q4 2024. 491 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

Tepp RIA reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
Tepp RIA sold 14,740 Vale shares in Q3 2025, an estimated $143K.
Tepp RIA first reported a position in Vale in Q4 2024 and held it in 3 quarters.
Tepp RIA's Vale position peaked at $157K in Q4 2024.
491 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Tepp RIA's 13F filing for Q3 2025, filed 13 Nov 2025.