AWE
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Avidian Wealth Enterprises’s Rio Tinto RIO Stock Holding History

Avidian Wealth Enterprises’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 		$313K Sell
3,325
-4,850
-59% -$471K 0.01% 597
2026
Q2 		$776K Buy
8,175
+238
+3% +$24.1K 0.02% 379
2026
Q1 		$740K Sell
7,937
-256
-3% -$23.3K 0.02% 350
2025
Q4 		$656K Sell
8,193
-528
-6% -$38K 0.02% 310
2025
Q3 		$576K Buy
8,721
+1,747
+25% +$108K 0.02% 337
2025
Q2 		$407K Sell
6,974
-30
-0.4% -$1.77K 0.02% 384
2025
Q1 		$421K Buy
7,004
+925
+15% +$56.9K 0.02% 344
2024
Q4 		$357K Buy
6,079
+476
+8% +$30.4K 0.02% 362
2024
Q3 		$399K Sell
5,603
-1,290
-19% -$82.9K 0.02% 337
2024
Q2 		$454K Buy
6,893
+780
+13% +$53.1K 0.02% 307
2024
Q1 		$390K Buy
6,113
+190
+3% +$12.7K 0.02% 310
2023
Q4 		$441K Buy
5,923
+544
+10% +$36.5K 0.03% 282
2023
Q3 		$342K Buy
5,379
+602
+13% +$38.4K 0.02% 308
2023
Q2 		$305K Sell
4,777
-548
-10% -$35.2K 0.02% 336
2023
Q1 		$365K Buy
5,325
+744
+16% +$54K 0.02% 353
2022
Q4 		$326K Sell
4,581
-785
-15% -$49.3K 0.02% 344
2022
Q3 		$295K Sell
5,366
-294
-5% -$16.9K 0.02% 326
2022
Q2 		$345K Buy
5,660
+54
+1% +$3.87K 0.02% 325
2022
Q1 		$451K Buy
+5,606
New +$426K 0.03% 322

Other funds holding RIO

NRS
Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return
VCM
Violich Capital Management San Francisco, California $927M AUM 28.93% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
SA
Sacks & Associates Warren, New Jersey $143M AUM 17.48% 1-Year Est. Return
DBFM
Dickmeyer Boyce Financial Management Fort Wayne, Indiana $195M AUM
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Avidian Wealth Enterprises's RIO Position: Q3 2026 in Review

Avidian Wealth Enterprises reduced its Rio Tinto (RIO) stake by 59% in Q3 2026, selling an estimated $471K and leaving 3,325 shares worth $313K. The position accounts for 0.01% of the portfolio, ranked #597.

Avidian Wealth Enterprises first reported a position in RIO in Q1 2022 and has held it in 19 quarters since. The position peaked at $776K in Q2 2026. 51 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Avidian Wealth Enterprises held 3,325 shares of Rio Tinto worth $313K as of Q3 2026.
  • Avidian Wealth Enterprises sold 4,850 Rio Tinto shares in Q3 2026, an estimated $471K.
  • Rio Tinto made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #597 holding.
  • Avidian Wealth Enterprises first reported a position in Rio Tinto in Q1 2022 and has held it in 19 quarters since.
  • Avidian Wealth Enterprises's Rio Tinto position peaked at $776K in Q2 2026.
  • 51 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.