Avior Wealth Management’s Rio Tinto RIO Stock Holding History

Avior 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 Q2	$439K	Sell	4,627 -1,481	-24%	-$150K	0.01%	549
2026 Q1	$570K	Buy	6,108 +340	+6%	+$31K	0.02%	496
2025 Q4	$462K	Buy	5,768 +1,075	+23%	+$77.4K	0.01%	481
2025 Q3	$310K	Buy	4,693 +12	+0.3%	+$742	0.01%	583
2025 Q2	$273K	Sell	4,681 -3,524	-43%	-$208K	0.01%	594
2025 Q1	$493K	Buy	8,205 +2,476	+43%	+$152K	0.02%	410
2024 Q4	$337K	Buy	5,729 +1,275	+29%	+$81.4K	0.01%	563
2024 Q3	$317K	Hold	4,454	–	–	0.01%	570
2024 Q2	$294K	Sell	4,454 -3,741	-46%	-$255K	0.01%	576
2024 Q1	$522K	Buy	8,195 +5,412	+194%	+$362K	0.02%	434
2023 Q4	$207K	Hold	2,783	–	–	0.01%	514
2023 Q3	$177K	Buy	2,783 +64	+2%	+$4.08K	0.01%	546
2023 Q2	$174K	Sell	2,719 -145	-5%	-$9.32K	0.01%	554
2023 Q1	$197K	Buy	2,864 +2,464	+616%	+$179K	0.01%	532
2022 Q4	$28.5K	Hold	400	–	–	﹤0.01%	710
2022 Q3	$22K	Hold	400	–	–	﹤0.01%	729
2022 Q2	$24K	Hold	400	–	–	﹤0.01%	658
2022 Q1	$32K	Hold	400	–	–	﹤0.01%	652
2021 Q4	$26K	Hold	400	–	–	﹤0.01%	666
2021 Q3	$26K	Hold	400	–	–	﹤0.01%	625
2021 Q2	$33K	Hold	400	–	–	﹤0.01%	582
2021 Q1	$31K	Hold	400	–	–	﹤0.01%	574
2020 Q4	$30K	Sell	400 -1	-0.2%	-$66	﹤0.01%	553
2020 Q3	$24K	Buy	401 +1	+0.3%	+$61	﹤0.01%	578
2020 Q2	$22K	Hold	400	–	–	﹤0.01%	561
2020 Q1	$18K	Hold	400	–	–	﹤0.01%	524
2019 Q4	$23K	Hold	400	–	–	﹤0.01%	520
2019 Q3	$20K	Hold	400	–	–	﹤0.01%	524
2019 Q2	$25K	Buy	+400	New	+$24K	﹤0.01%	503
2019 Q1	–	Sell	-74	Closed	-$3K	–	700
2018 Q4	$3K	Buy	+74	New	+$3.61K	﹤0.01%	655

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

Avior Wealth Management's RIO Position: Q2 2026 in Review

Avior Wealth Management reduced its Rio Tinto (RIO) stake by 24% in Q2 2026, selling an estimated $150K and leaving 4,627 shares worth $439K. The position accounts for 0.01% of the portfolio, ranked #549.

Avior Wealth Management first reported a position in RIO in Q4 2018 and has held it in 30 quarters since. The position peaked at $570K in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Avior Wealth Management held 4,627 shares of Rio Tinto worth $439K as of Q2 2026.
Avior Wealth Management sold 1,481 Rio Tinto shares in Q2 2026, an estimated $150K.
Rio Tinto made up 0.01% of Avior Wealth Management's portfolio in Q2 2026, its #549 holding.
Avior Wealth Management first reported a position in Rio Tinto in Q4 2018 and has held it in 30 quarters since.
Avior Wealth Management's Rio Tinto position peaked at $570K in Q1 2026.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.