Aspen Wealth Strategies’s Rio Tinto RIO Stock Holding History

Aspen Wealth Strategies’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	$494K	Sell	5,292 -285	-5%	-$26K	0.26%	58
2025 Q4	$446K	Buy	5,577 +7	+0.1%	+$504	0.24%	57
2025 Q3	$368K	Buy	5,570 +440	+9%	+$27.2K	0.2%	64
2025 Q2	$299K	Buy	5,130 +320	+7%	+$18.9K	0.18%	69
2025 Q1	$289K	Buy	4,810 +172	+4%	+$10.6K	0.19%	67
2024 Q4	$273K	Sell	4,638 -5	-0.1%	-$319	0.17%	65
2024 Q3	$330K	Buy	4,643 +261	+6%	+$16.8K	0.21%	59
2024 Q2	$288K	Buy	4,382 +293	+7%	+$19.9K	0.2%	60
2024 Q1	$261K	Sell	4,089 -287	-7%	-$19.2K	0.18%	67
2023 Q4	$326K	Hold	4,376	–	–	0.24%	57
2023 Q3	$278K	Buy	4,376 +1,178	+37%	+$75.1K	0.22%	54
2023 Q2	$204K	Buy	+3,198	New	+$206K	0.16%	73

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

Aspen Wealth Strategies's RIO Position: Q1 2026 in Review

Aspen Wealth Strategies reduced its Rio Tinto (RIO) stake by 5.1% in Q1 2026, selling an estimated $26K and leaving 5,292 shares worth $494K. The position accounts for 0.26% of the portfolio, ranked #58.

Aspen Wealth Strategies first reported a position in RIO in Q2 2023 and has held it in 12 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Aspen Wealth Strategies held 5,292 shares of Rio Tinto worth $494K as of Q1 2026.
Aspen Wealth Strategies sold 285 Rio Tinto shares in Q1 2026, an estimated $26K.
Rio Tinto made up 0.26% of Aspen Wealth Strategies's portfolio in Q1 2026, its #58 holding.
Aspen Wealth Strategies first reported a position in Rio Tinto in Q2 2023 and has held it in 12 quarters since.
933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Aspen Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.