Cerity Partners
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Cerity Partners’s Rio Tinto RIO Stock Holding History

Cerity Partners’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 		$7.36M Buy
78,883
+9,637
+14% +$879K 0.01% 845
2025
Q4 		$5.54M Buy
69,246
+778
+1% +$56K 0.01% 874
2025
Q3 		$4.52M Buy
68,468
+4,664
+7% +$288K 0.01% 897
2025
Q2 		$3.72M Sell
63,804
-12,180
-16% -$719K 0.01% 942
2025
Q1 		$4.57M Buy
75,984
+19,875
+35% +$1.22M 0.01% 764
2024
Q4 		$3.7M Buy
56,109
+1,031
+2% +$65.9K 0.01% 836
2024
Q3 		$3.92M Buy
55,078
+11,558
+27% +$742K 0.01% 812
2024
Q2 		$2.87M Sell
43,520
-16,210
-27% -$1.1M 0.01% 778
2024
Q1 		$3.81M Buy
59,730
+38,535
+182% +$2.58M 0.01% 744
2023
Q4 		$1.58M Buy
21,195
+9,707
+84% +$651K 0.01% 839
2023
Q3 		$731K Sell
11,488
-6,530
-36% -$417K ﹤0.01% 850
2023
Q2 		$1.15M Buy
18,018
+5,806
+48% +$373K ﹤0.01% 885
2023
Q1 		$838K Buy
12,212
+2,567
+27% +$186K ﹤0.01% 1061
2022
Q4 		$687K Sell
9,645
-8,611
-47% -$541K ﹤0.01% 812
2022
Q3 		$1M Sell
18,256
-4,427
-20% -$255K 0.01% 518
2022
Q2 		$1.38M Buy
22,683
+9,474
+72% +$679K 0.02% 487
2022
Q1 		$1.06M Buy
13,209
+8,158
+162% +$619K 0.02% 434
2021
Q4 		$333K Buy
+5,051
New +$327K 0.01% 735
2019
Q1 		– Sell
-13,535
Closed -$656K – 566
2018
Q4 		$656K Sell
13,535
-310
-2% -$15.1K 0.04% 283
2018
Q3 		$706K Hold
13,845
– – 0.05% 290
2018
Q2 		$768K Buy
13,845
+3,435
+33% +$192K 0.06% 265
2018
Q1 		$536K Sell
10,410
-1,201
-10% -$65.5K 0.04% 322
2017
Q4 		$615K Buy
11,611
+187
+2% +$9.13K 0.04% 297
2017
Q3 		$539K Buy
11,424
+1,213
+12% +$56.4K 0.04% 315
2017
Q2 		$432K Buy
10,211
+132
+1% +$5.29K 0.04% 244
2017
Q1 		$410K Buy
+10,079
New +$428K 0.03% 281

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cerity Partners's RIO Position: Q1 2026 in Review

Cerity Partners increased its Rio Tinto (RIO) stake by 14% in Q1 2026, buying an estimated $879K and bringing the position to 78,883 shares worth $7.36M. The position accounts for 0.01% of the portfolio, ranked #845.

Cerity Partners first reported a position in RIO in Q1 2017 and has held it in 26 quarters since. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Cerity Partners held 78,883 shares of Rio Tinto worth $7.36M as of Q1 2026.
  • Cerity Partners bought 9,637 Rio Tinto shares in Q1 2026, an estimated $879K.
  • Rio Tinto made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #845 holding.
  • Cerity Partners first reported a position in Rio Tinto in Q1 2017 and has held it in 26 quarters since.
  • 932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.