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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Aprio Wealth Management's RIO Position: Q1 2026 in Review

Aprio Wealth Management increased its Rio Tinto (RIO) stake by 78% in Q1 2026, buying an estimated $301K and bringing the position to 7,540 shares worth $703K. The position accounts for 0.04% of the portfolio, ranked #266.

Aprio Wealth Management first reported a position in RIO in Q3 2023 and has held it in 10 quarters since. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Aprio Wealth Management held 7,540 shares of Rio Tinto worth $703K as of Q1 2026.
Aprio Wealth Management bought 3,298 Rio Tinto shares in Q1 2026, an estimated $301K.
Rio Tinto made up 0.04% of Aprio Wealth Management's portfolio in Q1 2026, its #266 holding.
Aprio Wealth Management first reported a position in Rio Tinto in Q3 2023 and has held it in 10 quarters since.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Aprio Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.