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Goelzer Investment Management’s Rio Tinto RIO Stock Holding History

Goelzer 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
Q2 		$6.68M Sell
70,411
-2,400
-3% -$243K 0.29% 70
2026
Q1 		$6.79M Sell
72,811
-415
-0.6% -$37.8K 0.33% 62
2025
Q4 		$5.86M Buy
73,226
+330
+0.5% +$23.8K 0.27% 74
2025
Q3 		$4.81M Sell
72,896
-978
-1% -$60.5K 0.26% 89
2025
Q2 		$4.31M Sell
73,874
-1,399
-2% -$82.6K 0.24% 93
2025
Q1 		$4.52M Sell
75,273
-1,158
-2% -$71.3K 0.26% 85
2024
Q4 		$4.49M Sell
76,431
-2,858
-4% -$183K 0.26% 88
2024
Q3 		$5.64M Sell
79,289
-1,193
-1% -$76.6K 0.31% 77
2024
Q2 		$5.31M Sell
80,482
-2,878
-3% -$196K 0.3% 74
2024
Q1 		$5.31M Sell
83,360
-401
-0.5% -$26.9K 0.3% 76
2023
Q4 		$6.24M Sell
83,761
-1,418
-2% -$95.1K 0.4% 61
2023
Q3 		$5.42M Sell
85,179
-3,263
-4% -$208K 0.38% 60
2023
Q2 		$5.65M Sell
88,442
-328
-0.4% -$21.1K 0.48% 63
2023
Q1 		$6.09M Buy
88,770
+9,126
+11% +$662K 0.53% 57
2022
Q4 		$5.67M Sell
79,644
-833
-1% -$52.3K 0.49% 69
2022
Q3 		$4.43M Buy
80,477
+2,526
+3% +$146K 0.44% 71
2022
Q2 		$4.75M Buy
77,951
+3,543
+5% +$254K 0.46% 68
2022
Q1 		$5.98M Buy
74,408
+1,515
+2% +$115K 0.52% 62
2021
Q4 		$4.88M Buy
72,893
+32,654
+81% +$2.11M 0.4% 74
2021
Q3 		$2.69M Sell
40,239
-1,002
-2% -$78.2K 0.24% 120
2021
Q2 		$3.46M Buy
41,241
+830
+2% +$71.3K 0.29% 108
2021
Q1 		$3.14M Buy
+40,411
New +$3.31M 0.28% 112

Other funds holding RIO

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return
OHIS
Oak Harvest Investment Services Houston, Texas $1.07B AUM 42.34% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Goelzer Investment Management's RIO Position: Q2 2026 in Review

Goelzer Investment Management reduced its Rio Tinto (RIO) stake by 3.3% in Q2 2026, selling an estimated $243K and leaving 70,411 shares worth $6.68M. The position accounts for 0.29% of the portfolio, ranked #70.

Goelzer Investment Management first reported a position in RIO in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.79M in Q1 2026. 312 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Goelzer Investment Management held 70,411 shares of Rio Tinto worth $6.68M as of Q2 2026.
  • Goelzer Investment Management sold 2,400 Rio Tinto shares in Q2 2026, an estimated $243K.
  • Rio Tinto made up 0.29% of Goelzer Investment Management's portfolio in Q2 2026, its #70 holding.
  • Goelzer Investment Management first reported a position in Rio Tinto in Q1 2021 and has held it in 22 quarters since.
  • Goelzer Investment Management's Rio Tinto position peaked at $6.79M in Q1 2026.
  • 312 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.