GoalVest Advisory’s Rio Tinto RIO Stock Holding History

GoalVest Advisory’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	–	Sell	-7,917	Closed	-$739K	–	548
2026 Q1	$739K	Sell	7,917 -100	-1%	-$9.12K	0.14%	86
2025 Q4	$642K	Hold	8,017	–	–	0.12%	94
2025 Q3	$529K	Hold	8,017	–	–	0.11%	92
2025 Q2	$468K	Hold	8,017	–	–	0.12%	85
2025 Q1	$482K	Buy	8,017 +300	+4%	+$18.5K	0.13%	85
2024 Q4	$454K	Sell	7,717 -100	-1%	-$6.39K	0.12%	90
2024 Q3	$556K	Sell	7,817 -250	-3%	-$16.1K	0.16%	80
2024 Q2	$532K	Buy	8,067 +450	+6%	+$30.6K	0.17%	77
2024 Q1	$486K	Buy	+7,617	New	+$510K	0.16%	76

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

GoalVest Advisory's RIO Position: Q2 2026 in Review

GoalVest Advisory sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 7,917 shares — an estimated $739K sold.

GoalVest Advisory first reported a position in RIO in Q1 2024 and held it in 9 quarters. The position peaked at $739K in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

GoalVest Advisory reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
GoalVest Advisory sold 7,917 Rio Tinto shares in Q2 2026, an estimated $739K.
GoalVest Advisory first reported a position in Rio Tinto in Q1 2024 and held it in 9 quarters.
GoalVest Advisory's Rio Tinto position peaked at $739K in Q1 2026.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.