Accurate Wealth Management
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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
Q3 		$276K Sell
2,962
-452
-13% -$43.9K 0.02% 494
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return
Pacific Heights Asset Management
Pacific Heights Asset Management San Francisco, California $3.1B AUM 37.54% 1-Year Est. Return
Kornitzer Capital Management
Kornitzer Capital Management Shawnee Mission, Kansas $4.8B AUM 30.14% 1-Year Est. Return
Cidel Asset Management
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Accurate Wealth Management's RIO Position: Q3 2026 in Review

Accurate Wealth Management reduced its Rio Tinto (RIO) stake by 13% in Q3 2026, selling an estimated $43.9K and leaving 2,962 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #494.

Accurate Wealth Management first reported a position in RIO in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.21M in Q1 2024. 546 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Accurate Wealth Management held 2,962 shares of Rio Tinto worth $276K as of Q3 2026.
  • Accurate Wealth Management sold 452 Rio Tinto shares in Q3 2026, an estimated $43.9K.
  • Rio Tinto made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #494 holding.
  • Accurate Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 16 quarters since.
  • Accurate Wealth Management's Rio Tinto position peaked at $1.21M in Q1 2024.
  • 546 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.