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Wealthspire Advisors (New York)’s Vale VALE Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-19,205
Closed -$209K – 2815
2025
Q3 		$209K Buy
+19,205
New +$196K ﹤0.01% 777
2019
Q1 		– Sell
-1,235
Closed -$16K – 756
2018
Q4 		$16K Buy
+1,235
New +$17.7K ﹤0.01% 396

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 $6.73T AUM 46.02% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wealthspire Advisors (New York)'s VALE Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Vale (VALE) in Q4 2025, closing a stake of 19,205 shares — an estimated $209K sold.

Wealthspire Advisors (New York) first reported a position in VALE in Q4 2018 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 534 funds tracked by Wall St. Rank hold VALE as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Vale position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 19,205 Vale shares in Q4 2025, an estimated $209K.
  • Wealthspire Advisors (New York) first reported a position in Vale in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Vale position peaked at $209K in Q3 2025.
  • 534 funds tracked by Wall St. Rank held Vale as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.