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Addison Advisors’s Rio Tinto RIO Stock Holding History

Addison Advisors’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
2025
Q2 		– Sell
-466
Closed -$28K – 918
2025
Q1 		$28K Buy
466
+64
+16% +$3.94K 0.01% 454
2024
Q4 		$23.6K Buy
+402
New +$25.7K 0.01% 484
2024
Q3 		– Sell
-220
Closed -$14.5K – 860
2024
Q2 		$14.5K Buy
220
+171
+349% +$11.6K ﹤0.01% 523
2024
Q1 		$3.12K Buy
49
+19
+63% +$1.27K ﹤0.01% 605
2023
Q4 		$2.23K Hold
30
– – ﹤0.01% 619
2023
Q3 		$1.91K Buy
+30
New +$1.91K ﹤0.01% 594
2023
Q2 		– Sell
-100
Closed -$6.86K – 652
2023
Q1 		$6.86K Buy
+100
New +$7.26K ﹤0.01% 491

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Addison Advisors's RIO Position: Q2 2025 in Review

Addison Advisors sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 466 shares — an estimated $28K sold.

Addison Advisors first reported a position in RIO in Q1 2023 and held it in 7 quarters. The position peaked at $28K in Q1 2025. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Addison Advisors reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Addison Advisors sold 466 Rio Tinto shares in Q2 2025, an estimated $28K.
  • Addison Advisors first reported a position in Rio Tinto in Q1 2023 and held it in 7 quarters.
  • Addison Advisors's Rio Tinto position peaked at $28K in Q1 2025.
  • 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Addison Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.