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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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. 968 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.
968 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.