Eads & Heald Wealth Management’s Rio Tinto RIO Stock Holding History

Eads & Heald 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	$373K	Sell	3,997 -70	-2%	-$6.38K	0.19%	124
2025 Q4	$325K	Buy	4,067 +644	+19%	+$46.4K	0.16%	125
2025 Q3	$226K	Sell	3,423 -605	-15%	-$37.4K	0.11%	132
2025 Q2	$235K	Sell	4,028 -135	-3%	-$7.97K	0.12%	131
2025 Q1	$250K	Buy	+4,163	New	+$256K	0.13%	131
2024 Q4	–	Sell	-3,182	Closed	-$226K	–	145
2024 Q3	$226K	Sell	3,182 -320	-9%	-$20.6K	0.11%	138
2024 Q2	$231K	Buy	+3,502	New	+$238K	0.11%	134
2024 Q1	–	Sell	-3,900	Closed	-$290K	–	149
2023 Q4	$290K	Buy	+3,900	New	+$262K	0.14%	123
2023 Q3	–	Sell	-3,788	Closed	-$242K	–	146
2023 Q2	$242K	Buy	+3,788	New	+$244K	0.12%	135

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

Eads & Heald Wealth Management's RIO Position: Q1 2026 in Review

Eads & Heald Wealth Management reduced its Rio Tinto (RIO) stake by 1.7% in Q1 2026, selling an estimated $6.38K and leaving 3,997 shares worth $373K. The position accounts for 0.19% of the portfolio, ranked #124.

Eads & Heald Wealth Management first reported a position in RIO in Q2 2023 and has held it in 9 quarters since. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Eads & Heald Wealth Management held 3,997 shares of Rio Tinto worth $373K as of Q1 2026.
Eads & Heald Wealth Management sold 70 Rio Tinto shares in Q1 2026, an estimated $6.38K.
Rio Tinto made up 0.19% of Eads & Heald Wealth Management's portfolio in Q1 2026, its #124 holding.
Eads & Heald Wealth Management first reported a position in Rio Tinto in Q2 2023 and has held it in 9 quarters since.
933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Eads & Heald Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.