Continuum Advisory’s Rio Tinto RIO Stock Holding History

Continuum Advisory’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
2025 Q2	–	Sell	-285	Closed	-$17.1K	–	1313
2025 Q1	$17.1K	Sell	285 -10	-3%	-$616	﹤0.01%	888
2024 Q4	$17.3K	Buy	295 +19	+7%	+$1.21K	﹤0.01%	877
2024 Q3	$16.7K	Buy	276 +126	+84%	+$8.09K	﹤0.01%	883
2024 Q2	$9.89K	Sell	150 -17	-10%	-$1.16K	﹤0.01%	945
2024 Q1	$11.7K	Buy	+167	New	+$11.2K	﹤0.01%	905
2023 Q4	–	Sell	-23,061	Closed	-$55.1K	–	484
2023 Q3	$55.1K	Buy	23,061 +3	+0%	+$191	0.01%	440
2023 Q2	$55K	Buy	23,058 +166	+0.7%	+$10.7K	0.01%	440
2023 Q1	$46K	Sell	22,892 -6	-0%	-$435	0.01%	418
2022 Q4	$47.3K	Sell	22,898 -69	-0.3%	-$4.33K	0.01%	405
2022 Q3	$46K	Sell	22,967 -286	-1%	-$16.5K	0.01%	398
2022 Q2	$65K	Sell	23,253 -7	-0%	-$502	0.01%	392
2022 Q1	$73K	Buy	23,260 +672	+3%	+$51K	0.01%	366
2021 Q4	$25K	Hold	22,588	–	–	0.01%	299
2021 Q3	$25K	Buy	+22,588	New	+$1.76M	0.01%	290

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Continuum Advisory's RIO Position: Q2 2025 in Review

Continuum Advisory sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 285 shares — an estimated $17.1K sold.

Continuum Advisory first reported a position in RIO in Q3 2021 and held it in 14 quarters. The position peaked at $73K in Q1 2022. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

Continuum Advisory reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 285 Rio Tinto shares in Q2 2025, an estimated $17.1K.
Continuum Advisory first reported a position in Rio Tinto in Q3 2021 and held it in 14 quarters.
Continuum Advisory's Rio Tinto position peaked at $73K in Q1 2022.
743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.