WA
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Wealth Alliance’s Vale VALE Stock Holding History

Wealth Alliance’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
-10,636
Closed -$103K – 598
2025
Q2 		$103K Sell
10,636
-210
-2% -$1.98K 0.01% 531
2025
Q1 		$108K Buy
+10,846
New +$102K 0.01% 506
2024
Q4 		– Sell
-19,211
Closed -$224K – 543
2024
Q3 		$224K Buy
19,211
+5,202
+37% +$55.8K 0.03% 473
2024
Q2 		$156K Sell
14,009
-1,946
-12% -$23.4K 0.02% 495
2024
Q1 		$194K Sell
15,955
-255
-2% -$3.44K 0.03% 496
2023
Q4 		$257K Sell
16,210
-437
-3% -$6.26K 0.04% 427
2023
Q3 		$223K Buy
16,647
+2,655
+19% +$36.1K 0.04% 433
2023
Q2 		$188K Sell
13,992
-4,576
-25% -$64.8K 0.03% 485
2023
Q1 		$293K Buy
18,568
+1,613
+10% +$27.3K 0.05% 370
2022
Q4 		$288K Buy
16,955
+6,110
+56% +$91.8K 0.05% 360
2022
Q3 		$145K Buy
+10,845
New +$143K 0.03% 429
2022
Q2 		– Sell
-11,944
Closed -$239K – 499
2022
Q1 		$239K Buy
+11,944
New +$207K 0.05% 382

Other funds holding VALE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealth Alliance's VALE Position: Q3 2025 in Review

Wealth Alliance sold out of Vale (VALE) in Q3 2025, closing a stake of 10,636 shares — an estimated $103K sold.

Wealth Alliance first reported a position in VALE in Q1 2022 and held it in 12 quarters. The position peaked at $293K in Q1 2023. 491 funds tracked by Wall St. Rank hold VALE as of Q3 2025.

  • Wealth Alliance reported no remaining Vale position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 10,636 Vale shares in Q3 2025, an estimated $103K.
  • Wealth Alliance first reported a position in Vale in Q1 2022 and held it in 12 quarters.
  • Wealth Alliance's Vale position peaked at $293K in Q1 2023.
  • 491 funds tracked by Wall St. Rank held Vale as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.