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
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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Avidian Wealth Enterprises's RIO Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Rio Tinto (RIO) stake by 3% in Q2 2026, buying an estimated $24.1K and bringing the position to 8,175 shares worth $776K. The position accounts for 0.02% of the portfolio, ranked #379.

Avidian Wealth Enterprises first reported a position in RIO in Q1 2022 and has held it in 18 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Avidian Wealth Enterprises held 8,175 shares of Rio Tinto worth $776K as of Q2 2026.
  • Avidian Wealth Enterprises bought 238 Rio Tinto shares in Q2 2026, an estimated $24.1K.
  • Rio Tinto made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #379 holding.
  • Avidian Wealth Enterprises first reported a position in Rio Tinto in Q1 2022 and has held it in 18 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.