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EverSource Wealth Advisors’s Rio Tinto RIO Stock Holding History

EverSource Wealth Advisors’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 		$355K Sell
3,739
-1,395
-27% -$141K 0.01% 723
2026
Q1 		$479K Buy
5,134
+1,544
+43% +$141K 0.01% 621
2025
Q4 		$287K Buy
3,590
+214
+6% +$15.4K 0.01% 783
2025
Q3 		$223K Sell
3,376
-165
-5% -$10.2K 0.01% 855
2025
Q2 		$207K Buy
3,541
+721
+26% +$42.6K 0.01% 844
2025
Q1 		$169K Buy
2,820
+262
+10% +$16.1K 0.01% 717
2024
Q4 		$150K Sell
2,558
-23
-0.9% -$1.47K 0.01% 766
2024
Q3 		$184K Sell
2,581
-142
-5% -$9.12K 0.01% 588
2024
Q2 		$177K Buy
2,723
+876
+47% +$59.6K 0.01% 599
2024
Q1 		$125K Sell
1,847
-75
-4% -$5.02K 0.01% 629
2023
Q4 		$143K Buy
1,922
+150
+8% +$10.1K 0.01% 518
2023
Q3 		$113K Buy
1,772
+32
+2% +$2.04K 0.01% 533
2023
Q2 		$111K Buy
1,740
+165
+10% +$10.6K 0.01% 543
2023
Q1 		$108K Buy
1,575
+15
+1% +$1.09K 0.01% 522
2022
Q4 		$111K Buy
1,560
+552
+55% +$34.7K 0.02% 478
2022
Q3 		$56K Sell
1,008
-729
-42% -$42K 0.01% 607
2022
Q2 		$106K Buy
1,737
+1,477
+568% +$106K 0.03% 361
2022
Q1 		$21K Hold
260
– – 0.01% 683
2021
Q4 		$17K Buy
+260
New +$16.8K ﹤0.01% 756

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

EverSource Wealth Advisors's RIO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Rio Tinto (RIO) stake by 27% in Q2 2026, selling an estimated $141K and leaving 3,739 shares worth $355K. The position accounts for 0.01% of the portfolio, ranked #723.

EverSource Wealth Advisors first reported a position in RIO in Q4 2021 and has held it in 19 quarters since. The position peaked at $479K in Q1 2026. 970 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • EverSource Wealth Advisors held 3,739 shares of Rio Tinto worth $355K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,395 Rio Tinto shares in Q2 2026, an estimated $141K.
  • Rio Tinto made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #723 holding.
  • EverSource Wealth Advisors first reported a position in Rio Tinto in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Rio Tinto position peaked at $479K in Q1 2026.
  • 970 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.