Evelyn Partners Asset Management’s Rio Tinto RIO Stock Holding History

Evelyn Partners Asset 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	$1.7M	Buy	18,201 +992	+6%	+$90.4K	0.42%	51
2025 Q4	$1.38M	Sell	17,209 -2	-0%	-$144	0.32%	60
2025 Q3	$1.14M	Buy	17,211 +1,595	+10%	+$98.6K	0.26%	60
2025 Q2	$911K	Buy	15,616 +836	+6%	+$49.4K	0.23%	60
2025 Q1	$888K	Buy	14,780 +679	+5%	+$41.8K	0.25%	59
2024 Q4	$829K	Buy	+14,101	New	+$901K	0.22%	58

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Evelyn Partners Asset Management's RIO Position: Q1 2026 in Review

Evelyn Partners Asset Management increased its Rio Tinto (RIO) stake by 5.8% in Q1 2026, buying an estimated $90.4K and bringing the position to 18,201 shares worth $1.7M. The position accounts for 0.42% of the portfolio, ranked #51.

Evelyn Partners Asset Management first reported a position in RIO in Q4 2024 and has held it in 6 quarters since. 939 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Evelyn Partners Asset Management held 18,201 shares of Rio Tinto worth $1.7M as of Q1 2026.
Evelyn Partners Asset Management bought 992 Rio Tinto shares in Q1 2026, an estimated $90.4K.
Rio Tinto made up 0.42% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #51 holding.
Evelyn Partners Asset Management first reported a position in Rio Tinto in Q4 2024 and has held it in 6 quarters since.
939 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.