Bartlett & Co Wealth Management’s Rio Tinto RIO Stock Holding History

Bartlett & Co 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 Q1	$417K	Hold	4,225	–	–	0.01%	362
2025 Q4	$338K	Hold	4,225	–	–	﹤0.01%	383
2025 Q3	$279K	Sell	4,225 -2,108	-33%	-$130K	﹤0.01%	410
2025 Q2	$369K	Sell	6,333 -192	-3%	-$11.3K	0.01%	374
2025 Q1	$407K	Hold	6,525	–	–	0.01%	354
2024 Q4	$384K	Sell	6,525 -540	-8%	-$34.5K	0.01%	359
2024 Q3	$503K	Hold	7,065	–	–	0.01%	328
2024 Q2	$466K	Hold	7,065	–	–	0.01%	334
2024 Q1	$469K	Hold	7,065	–	–	0.01%	334
2023 Q4	$527K	Sell	7,065 -400	-5%	-$26.8K	0.01%	341
2023 Q3	$475K	Hold	7,465	–	–	0.01%	343
2023 Q2	$477K	Buy	7,465 +6,120	+455%	+$393K	0.01%	348
2023 Q1	$94.9K	Hold	1,345	–	–	﹤0.01%	471
2022 Q4	$95.8K	Hold	1,345	–	–	﹤0.01%	478
2022 Q3	$74.1K	Sell	1,345 -37	-3%	-$2.13K	﹤0.01%	500
2022 Q2	$84.3K	Buy	1,382 +37	+3%	+$2.65K	﹤0.01%	492
2022 Q1	$115K	Buy	+1,345	New	+$102K	﹤0.01%	464
2021 Q4	–	Sell	-1,345	Closed	-$89.9K	–	772
2021 Q3	$89.9K	Sell	1,345 -6	-0.4%	-$468	﹤0.01%	430
2021 Q2	$113K	Hold	1,351	–	–	﹤0.01%	393
2021 Q1	$110K	Hold	1,351	–	–	﹤0.01%	400
2020 Q4	$102K	Buy	1,351 +6	+0.4%	+$394	﹤0.01%	408
2020 Q3	$81.2K	Buy	1,345 +1,120	+498%	+$68.7K	﹤0.01%	410
2020 Q2	$12.6K	Hold	225	–	–	﹤0.01%	658
2020 Q1	$10.8K	Hold	225	–	–	﹤0.01%	649
2019 Q4	$13.4K	Hold	225	–	–	﹤0.01%	700
2019 Q3	$11.7K	Hold	225	–	–	﹤0.01%	717
2019 Q2	$14K	Hold	225	–	–	﹤0.01%	563
2019 Q1	$14.2K	Hold	225	–	–	﹤0.01%	549
2018 Q4	$10.9K	Sell	225 -1,600	-88%	-$78.1K	﹤0.01%	579
2018 Q3	$93.1K	Hold	1,825	–	–	﹤0.01%	330
2018 Q2	$101K	Hold	1,825	–	–	﹤0.01%	325
2018 Q1	$97.3K	Buy	+1,825	New	+$99.5K	﹤0.01%	327

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

Bartlett & Co Wealth Management's RIO Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Rio Tinto (RIO) position steady in Q1 2026 at 4,225 shares worth $417K. The position accounts for 0.01% of the portfolio, ranked #362.

Bartlett & Co Wealth Management first reported a position in RIO in Q1 2018 and has held it in 32 quarters since. The position peaked at $527K in Q4 2023. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Bartlett & Co Wealth Management held 4,225 shares of Rio Tinto worth $417K as of Q1 2026.
Bartlett & Co Wealth Management left its Rio Tinto share count unchanged in Q1 2026.
Rio Tinto made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #362 holding.
Bartlett & Co Wealth Management first reported a position in Rio Tinto in Q1 2018 and has held it in 32 quarters since.
Bartlett & Co Wealth Management's Rio Tinto position peaked at $527K in Q4 2023.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.