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 Q2	$503K	Buy	5,296 +4	+0.1%	+$406	0.24%	59
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 $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Aspen Wealth Strategies's RIO Position: Q2 2026 in Review

Aspen Wealth Strategies increased its Rio Tinto (RIO) stake by 0.08% in Q2 2026, buying an estimated $406 and bringing the position to 5,296 shares worth $503K. The position accounts for 0.24% of the portfolio, ranked #59.

Aspen Wealth Strategies first reported a position in RIO in Q2 2023 and has held it in 13 quarters since. 967 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Aspen Wealth Strategies held 5,296 shares of Rio Tinto worth $503K as of Q2 2026.
Aspen Wealth Strategies bought 4 Rio Tinto shares in Q2 2026, an estimated $406.
Rio Tinto made up 0.24% of Aspen Wealth Strategies's portfolio in Q2 2026, its #59 holding.
Aspen Wealth Strategies first reported a position in Rio Tinto in Q2 2023 and has held it in 13 quarters since.
967 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Aspen Wealth Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.