Essex Investment Management’s Rio Tinto RIO Stock Holding History

Essex Investment 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	$66.5K	Buy	713 +146	+26%	+$13.3K	0.01%	245
2025 Q4	$45.4K	Hold	567	–	–	0.01%	258
2025 Q3	$37.4K	Hold	567	–	–	0.01%	263
2025 Q2	$33.1K	Sell	567 -450	-44%	-$26.6K	0.01%	265
2025 Q1	$61.1K	Sell	1,017 -435	-30%	-$26.8K	0.01%	237
2024 Q4	$85.4K	Hold	1,452	–	–	0.02%	229
2024 Q3	$103K	Hold	1,452	–	–	0.02%	227
2024 Q2	$95.7K	Hold	1,452	–	–	0.02%	226
2024 Q1	$92.5K	Hold	1,452	–	–	0.02%	228
2023 Q4	$108K	Hold	1,452	–	–	0.02%	241
2023 Q3	$92.4K	Hold	1,452	–	–	0.02%	298
2023 Q2	$92.7K	Sell	1,452 -162	-10%	-$10.4K	0.01%	308
2023 Q1	$111K	Hold	1,614	–	–	0.02%	303
2022 Q4	$115K	Buy	1,614 +510	+46%	+$32K	0.02%	296
2022 Q3	$61K	Sell	1,104 -92	-8%	-$5.3K	0.01%	313
2022 Q2	$73K	Sell	1,196 -45	-4%	-$3.23K	0.01%	320
2022 Q1	$100K	Hold	1,241	–	–	0.01%	316
2021 Q4	$83K	Sell	1,241 -57	-4%	-$3.69K	0.01%	332
2021 Q3	$87K	Buy	1,298 +146	+13%	+$11.4K	0.01%	340
2021 Q2	$97K	Hold	1,152	–	–	0.01%	338
2021 Q1	$89K	Sell	1,152 -22	-2%	-$1.8K	0.01%	357
2020 Q4	$88K	Sell	1,174 -7,725	-87%	-$507K	0.01%	374
2020 Q3	$537K	Buy	+8,899	New	+$546K	0.08%	294

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Essex Investment Management's RIO Position: Q1 2026 in Review

Essex Investment Management increased its Rio Tinto (RIO) stake by 26% in Q1 2026, buying an estimated $13.3K and bringing the position to 713 shares worth $66.5K. The position accounts for 0.01% of the portfolio, ranked #245.

Essex Investment Management first reported a position in RIO in Q3 2020 and has held it in 23 quarters since. The position peaked at $537K in Q3 2020. 938 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Essex Investment Management held 713 shares of Rio Tinto worth $66.5K as of Q1 2026.
Essex Investment Management bought 146 Rio Tinto shares in Q1 2026, an estimated $13.3K.
Rio Tinto made up 0.01% of Essex Investment Management's portfolio in Q1 2026, its #245 holding.
Essex Investment Management first reported a position in Rio Tinto in Q3 2020 and has held it in 23 quarters since.
Essex Investment Management's Rio Tinto position peaked at $537K in Q3 2020.
938 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Essex Investment Management's 13F filing for Q1 2026, filed 11 May 2026.