Core Wealth Partners’s Rio Tinto RIO Stock Holding History

Core Wealth 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 Q2	$759K	Hold	8,000	–	–	0.32%	73
2026 Q1	$746K	Hold	8,000	–	–	0.35%	74
2025 Q4	$640K	Hold	8,000	–	–	0.29%	80
2025 Q3	$528K	Hold	8,000	–	–	0.24%	87
2025 Q2	$467K	Hold	8,000	–	–	0.24%	88
2025 Q1	$481K	Hold	8,000	–	–	0.28%	84
2024 Q4	$470K	Buy	8,000 +1,000	+14%	+$63.9K	0.27%	85
2024 Q3	$498K	Hold	7,000	–	–	0.3%	74
2024 Q2	$462K	Buy	7,000 +2,000	+40%	+$136K	0.32%	70
2024 Q1	$319K	Hold	5,000	–	–	0.24%	83
2023 Q4	$372K	Hold	5,000	–	–	0.31%	65
2023 Q3	$318K	Hold	5,000	–	–	0.29%	73
2023 Q2	$319K	Hold	5,000	–	–	0.29%	73
2023 Q1	$343K	Buy	+5,000	New	+$363K	0.34%	66

Other funds holding RIO

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

OHIS

Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

CFM

Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Core Wealth Partners's RIO Position: Q2 2026 in Review

Core Wealth Partners held its Rio Tinto (RIO) position steady in Q2 2026 at 8,000 shares worth $759K. The position accounts for 0.32% of the portfolio, ranked #73.

Core Wealth Partners first reported a position in RIO in Q1 2023 and has held it in 14 quarters since. 287 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Core Wealth Partners held 8,000 shares of Rio Tinto worth $759K as of Q2 2026.
Core Wealth Partners left its Rio Tinto share count unchanged in Q2 2026.
Rio Tinto made up 0.32% of Core Wealth Partners's portfolio in Q2 2026, its #73 holding.
Core Wealth Partners first reported a position in Rio Tinto in Q1 2023 and has held it in 14 quarters since.
287 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.