Accurate Wealth Management’s Rio Tinto RIO Stock Holding History

Accurate Wealth Management’s Portfolio RIO Stock Details RIO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$309K	Sell	3,414 -868	-20%	-$88K	0.03%	459
2026 Q1	$421K	Sell	4,282 -1,655	-28%	-$151K	0.05%	350
2025 Q4	$482K	Sell	5,937 -3,179	-35%	-$229K	0.06%	311
2025 Q3	$622K	Sell	9,116 -1,734	-16%	-$107K	0.08%	253
2025 Q2	$652K	Sell	10,850 -1,046	-9%	-$61.8K	0.1%	218
2025 Q1	$676K	Sell	11,896 -1,499	-11%	-$92.3K	0.13%	162
2024 Q4	$788K	Buy	13,395 +1,757	+15%	+$112K	0.15%	147
2024 Q3	$774K	Buy	11,638 +1,027	+10%	+$66K	0.16%	143
2024 Q2	$717K	Sell	10,611 -7,503	-41%	-$511K	0.17%	127
2024 Q1	$1.21M	Buy	18,114 +3,931	+28%	+$263K	0.35%	74
2023 Q4	$994K	Buy	14,183 +1,744	+14%	+$117K	0.31%	76
2023 Q3	$801K	Buy	12,439 +3,770	+43%	+$240K	0.25%	92
2023 Q2	$594K	Buy	8,669 +3,424	+65%	+$220K	0.19%	118
2023 Q1	$352K	Buy	5,245 +2,800	+115%	+$203K	0.12%	174
2022 Q4	$185K	Buy	+2,445	New	+$154K	0.07%	219

Other funds holding RIO

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Accurate Wealth Management's RIO Position: Q2 2026 in Review

Accurate Wealth Management reduced its Rio Tinto (RIO) stake by 20% in Q2 2026, selling an estimated $88K and leaving 3,414 shares worth $309K. The position accounts for 0.03% of the portfolio, ranked #459.

Accurate Wealth Management first reported a position in RIO in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.21M in Q1 2024. 330 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Accurate Wealth Management held 3,414 shares of Rio Tinto worth $309K as of Q2 2026.
Accurate Wealth Management sold 868 Rio Tinto shares in Q2 2026, an estimated $88K.
Rio Tinto made up 0.03% of Accurate Wealth Management's portfolio in Q2 2026, its #459 holding.
Accurate Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 15 quarters since.
Accurate Wealth Management's Rio Tinto position peaked at $1.21M in Q1 2024.
330 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.