Compass Wealth Management’s Rio Tinto RIO Stock Holding History

Compass 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	$1.2M	Hold	12,880	–	–	0.3%	68
2025 Q4	$1.03M	Hold	12,880	–	–	0.26%	69
2025 Q3	$850K	Sell	12,880 -300	-2%	-$18.6K	0.19%	86
2025 Q2	$769K	Hold	13,180	–	–	0.18%	90
2025 Q1	$792K	Sell	13,180 -500	-4%	-$30.8K	0.2%	86
2024 Q4	$805K	Sell	13,680 -2,100	-13%	-$134K	0.19%	86
2024 Q3	$1.12M	Sell	15,780 -1,261	-7%	-$81K	0.26%	81
2024 Q2	$1.12M	Sell	17,041 -30	-0.2%	-$2.04K	0.28%	80
2024 Q1	$1.09M	Sell	17,071 -3,050	-15%	-$204K	0.27%	84
2023 Q4	$1.5M	Sell	20,121 -150	-0.7%	-$10.1K	0.42%	74
2023 Q3	$1.29M	Sell	20,271 -500	-2%	-$31.9K	0.41%	74
2023 Q2	$1.33M	Sell	20,771 -6,201	-23%	-$399K	0.4%	74
2023 Q1	$1.85M	Sell	26,972 -1,860	-6%	-$135K	0.59%	60
2022 Q4	$2.05M	Buy	+28,832	New	+$1.81M	0.67%	51

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

Compass Wealth Management's RIO Position: Q1 2026 in Review

Compass Wealth Management held its Rio Tinto (RIO) position steady in Q1 2026 at 12,880 shares worth $1.2M. The position accounts for 0.3% of the portfolio, ranked #68.

Compass Wealth Management first reported a position in RIO in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.05M in Q4 2022. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Compass Wealth Management held 12,880 shares of Rio Tinto worth $1.2M as of Q1 2026.
Compass Wealth Management left its Rio Tinto share count unchanged in Q1 2026.
Rio Tinto made up 0.3% of Compass Wealth Management's portfolio in Q1 2026, its #68 holding.
Compass Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 14 quarters since.
Compass Wealth Management's Rio Tinto position peaked at $2.05M in Q4 2022.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Compass Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.