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Capital Wealth Planning’s Rio Tinto RIO Stock Holding History

Capital Wealth Planning’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 		$23.7M Buy
249,132
+103,824
+71% +$10.5M 0.12% 66
2026
Q1 		$13.6M Buy
145,308
+23,680
+19% +$2.16M 0.07% 80
2025
Q4 		$9.9M Buy
+121,628
New +$8.76M 0.06% 67
2025
Q2 		– Sell
-30,617
Closed -$1.84M – 151
2025
Q1 		$1.84M Buy
30,617
+7,656
+33% +$471K 0.02% 84
2024
Q4 		$1.35M Buy
22,961
+1,856
+9% +$119K 0.01% 89
2024
Q3 		$1.5M Sell
21,105
-5,328
-20% -$342K 0.01% 82
2024
Q2 		$1.74M Buy
26,433
+11,857
+81% +$807K 0.02% 78
2024
Q1 		$929K Buy
14,576
+2,968
+26% +$199K 0.01% 93
2023
Q4 		$864K Buy
11,608
+2,644
+29% +$177K 0.01% 85
2023
Q3 		$570K Buy
8,964
+1,572
+21% +$100K 0.01% 99
2023
Q2 		$472K Sell
7,392
-231
-3% -$14.9K 0.01% 101
2023
Q1 		$523K Buy
+7,623
New +$553K 0.01% 83

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

Capital Wealth Planning's RIO Position: Q2 2026 in Review

Capital Wealth Planning increased its Rio Tinto (RIO) stake by 71% in Q2 2026, buying an estimated $10.5M and bringing the position to 249,132 shares worth $23.7M. The position accounts for 0.12% of the portfolio, ranked #66.

Capital Wealth Planning first reported a position in RIO in Q1 2023 and has held it in 12 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Capital Wealth Planning held 249,132 shares of Rio Tinto worth $23.7M as of Q2 2026.
  • Capital Wealth Planning bought 103,824 Rio Tinto shares in Q2 2026, an estimated $10.5M.
  • Rio Tinto made up 0.12% of Capital Wealth Planning's portfolio in Q2 2026, its #66 holding.
  • Capital Wealth Planning first reported a position in Rio Tinto in Q1 2023 and has held it in 12 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.