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 Q3	$1.21M	Hold	12,880	–	–	0.23%	86
2026 Q2	$1.22M	Hold	12,880	–	–	0.23%	85
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

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return

Compass Wealth Management's RIO Position: Q3 2026 in Review

Compass Wealth Management held its Rio Tinto (RIO) position steady in Q3 2026 at 12,880 shares worth $1.21M. The position accounts for 0.23% of the portfolio, ranked #86.

Compass Wealth Management first reported a position in RIO in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.05M in Q4 2022. 267 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Compass Wealth Management held 12,880 shares of Rio Tinto worth $1.21M as of Q3 2026.
Compass Wealth Management left its Rio Tinto share count unchanged in Q3 2026.
Rio Tinto made up 0.23% of Compass Wealth Management's portfolio in Q3 2026, its #86 holding.
Compass Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 16 quarters since.
Compass Wealth Management's Rio Tinto position peaked at $2.05M in Q4 2022.
267 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Compass Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.