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Bogart Wealth LLC’s Rio Tinto RIO Stock Holding History

Bogart Wealth LLC’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 		$1.33K Buy
14
+8
+133% +$811 ﹤0.01% 1548
2026
Q1 		$560 Buy
6
+3
+100% +$273 ﹤0.01% 1554
2025
Q4 		$240 Sell
3
-145
-98% -$10.4K ﹤0.01% 1531
2025
Q3 		$9.77K Sell
148
-53
-26% -$3.28K ﹤0.01% 834
2025
Q2 		$11.8K Buy
201
+2
+1% +$118 ﹤0.01% 763
2025
Q1 		$12K Buy
199
+3
+2% +$185 ﹤0.01% 704
2024
Q4 		$11.6K Hold
196
– – ﹤0.01% 701
2024
Q3 		$14K Buy
196
+15
+8% +$963 ﹤0.01% 616
2024
Q2 		$11.9K Buy
181
+2
+1% +$136 ﹤0.01% 623
2024
Q1 		$11.4K Sell
179
-500
-74% -$33.5K ﹤0.01% 621
2023
Q4 		$50.6K Buy
679
+500
+279% +$33.5K ﹤0.01% 379
2023
Q3 		$11.4K Sell
179
-20
-10% -$1.28K ﹤0.01% 568
2023
Q2 		$12.7K Hold
199
– – ﹤0.01% 544
2023
Q1 		$13.7K Buy
+199
New +$14.4K ﹤0.01% 534

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

Bogart Wealth LLC's RIO Position: Q2 2026 in Review

Bogart Wealth LLC increased its Rio Tinto (RIO) stake by 133% in Q2 2026, buying an estimated $811 and bringing the position to 14 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #1548.

Bogart Wealth LLC first reported a position in RIO in Q1 2023 and has held it in 14 quarters since. The position peaked at $50.6K in Q4 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Bogart Wealth LLC held 14 shares of Rio Tinto worth $1.33K as of Q2 2026.
  • Bogart Wealth LLC bought 8 Rio Tinto shares in Q2 2026, an estimated $811.
  • Rio Tinto made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1548 holding.
  • Bogart Wealth LLC first reported a position in Rio Tinto in Q1 2023 and has held it in 14 quarters since.
  • Bogart Wealth LLC's Rio Tinto position peaked at $50.6K in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

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