WA
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Waverly Advisors’s Vale VALE Stock Holding History

Waverly Advisors’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
2026
Q1 		$4.18M Buy
262,682
+248,205
+1,714% +$3.87M 0.03% 450
2025
Q4 		$189K Buy
14,477
+1,600
+12% +$19.4K ﹤0.01% 1389
2025
Q3 		$140K Buy
12,877
+8
+0.1% +$82 ﹤0.01% 1242
2025
Q2 		$125K Hold
12,869
– – ﹤0.01% 1157
2025
Q1 		$128K Buy
+12,869
New +$122K ﹤0.01% 1081
2015
Q2 		– Sell
-123
Closed -$1K – 402
2015
Q1 		$1K Buy
+123
New +$892 ﹤0.01% 334

Other funds holding VALE

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return