Aprio Wealth Management
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Aprio Wealth Management’s Rio Tinto RIO Stock Holding History

Aprio 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 		$772K Buy
8,197
+211
+3% +$20.5K 0.04% 312
2026
Q2 		$758K Buy
7,986
+446
+6% +$45.2K 0.04% 281
2026
Q1 		$703K Buy
7,540
+3,298
+78% +$301K 0.04% 266
2025
Q4 		$564K Buy
4,242
+1,152
+37% +$82.9K 0.03% 291
2025
Q3 		$204K Buy
+3,090
New +$191K 0.02% 419
2025
Q2 		– Sell
-6,281
Closed -$377K – 430
2025
Q1 		$377K Buy
6,281
+1,763
+39% +$109K 0.05% 226
2024
Q4 		$266K Buy
4,518
+76
+2% +$4.85K 0.04% 236
2024
Q3 		$316K Sell
4,442
-89
-2% -$5.72K 0.05% 188
2024
Q2 		$299K Buy
4,531
+408
+10% +$27.8K 0.05% 165
2024
Q1 		$263K Sell
4,123
-194
-4% -$13K 0.05% 178
2023
Q4 		$321K Buy
4,317
+888
+26% +$59.6K 0.07% 127
2023
Q3 		$218K Buy
+3,429
New +$219K 0.06% 155

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Aprio Wealth Management increased its Rio Tinto (RIO) stake by 2.6% in Q3 2026, buying an estimated $20.5K and bringing the position to 8,197 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #312.

Aprio Wealth Management first reported a position in RIO in Q3 2023 and has held it in 12 quarters since. 636 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Aprio Wealth Management held 8,197 shares of Rio Tinto worth $772K as of Q3 2026.
  • Aprio Wealth Management bought 211 Rio Tinto shares in Q3 2026, an estimated $20.5K.
  • Rio Tinto made up 0.04% of Aprio Wealth Management's portfolio in Q3 2026, its #312 holding.
  • Aprio Wealth Management first reported a position in Rio Tinto in Q3 2023 and has held it in 12 quarters since.
  • 636 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.