Grassi Investment Management’s Rio Tinto RIO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.3M | Sell |
192,969
-1,935
| -1% | -$114K | 0.9% | 28 |
|
|
2025
Q1 | $11.7M | Sell |
194,904
-2,100
| -1% | -$129K | 1.08% | 27 |
|
|
2024
Q4 | $11.6M | Sell |
197,004
-1,750
| -0.9% | -$112K | 0.99% | 27 |
|
|
2024
Q3 | $14.1M | Sell |
198,754
-3,190
| -2% | -$205K | 1.22% | 20 |
|
|
2024
Q2 | $13.3M | Sell |
201,944
-1,535
| -0.8% | -$104K | 1.18% | 18 |
|
|
2024
Q1 | $13M | Sell |
203,479
-1,225
| -0.6% | -$82K | 1.17% | 19 |
|
|
2023
Q4 | $15.2M | Buy |
204,704
+150
| +0.1% | +$10.1K | 1.6% | 15 |
|
|
2023
Q3 | $13M | Buy |
204,554
+2,410
| +1% | +$154K | 1.5% | 15 |
|
|
2023
Q2 | $12.9M | Sell |
202,144
-593
| -0.3% | -$38.1K | 1.42% | 17 |
|
|
2023
Q1 | $13.9M | Sell |
202,737
-2,290
| -1% | -$166K | 1.73% | 14 |
|
|
2022
Q4 | $14.6M | Hold |
205,027
| – | – | 1.97% | 14 |
|
|
2022
Q3 | $11.3M | Sell |
205,027
-235
| -0.1% | -$13.5K | 1.65% | 18 |
|
|
2022
Q2 | $12.5M | Sell |
205,262
-1,184
| -0.6% | -$84.9K | 1.65% | 15 |
|
|
2022
Q1 | $16.6M | Buy |
206,446
+250
| +0.1% | +$19K | 1.74% | 10 |
|
|
2021
Q4 | $13.8M | Sell |
206,196
-1,950
| -0.9% | -$126K | 1.38% | 23 |
|
|
2021
Q3 | $13.9M | Buy |
208,146
+2,081
| +1% | +$162K | 1.56% | 17 |
|
|
2021
Q2 | $17.3M | Buy |
206,065
+289
| +0.1% | +$24.8K | 1.88% | 11 |
|
|
2021
Q1 | $16M | Buy |
205,776
+900
| +0.4% | +$73.8K | 1.81% | 12 |
|
|
2020
Q4 | $15.4M | Buy |
204,876
+4,455
| +2% | +$293K | 1.95% | 10 |
|
|
2020
Q3 | $12.1M | Sell |
200,421
-669
| -0.3% | -$41K | 1.72% | 14 |
|
|
2020
Q2 | $11.3M | Sell |
201,090
-783
| -0.4% | -$39.7K | 1.63% | 14 |
|
|
2020
Q1 | $9.2M | Buy |
201,873
+33,270
| +20% | +$1.71M | 1.61% | 21 |
|
|
2019
Q4 | $10M | Buy |
168,603
+5,000
| +3% | +$271K | 1.35% | 28 |
|
|
2019
Q3 | $8.52M | Sell |
163,603
-269
| -0.2% | -$14.6K | 1.28% | 34 |
|
|
2019
Q2 | $10.2M | Buy |
163,872
+207
| +0.1% | +$12.4K | 1.51% | 22 |
|
|
2019
Q1 | $9.63M | Sell |
163,665
-1,625
| -1% | -$89.3K | 1.43% | 19 |
|
|
2018
Q4 | $8.01M | Sell |
165,290
-102
| -0.1% | -$4.98K | 1.38% | 31 |
|
|
2018
Q3 | $8.44M | Sell |
165,392
-1,145
| -0.7% | -$58.3K | 1.25% | 26 |
|
|
2018
Q2 | $9.24M | Buy |
166,537
+674
| +0.4% | +$37.7K | 1.48% | 16 |
|
|
2018
Q1 | $8.55M | Buy |
165,863
+3,600
| +2% | +$196K | 1.39% | 19 |
|
|
2017
Q4 | $8.59M | Buy |
162,263
+2,475
| +2% | +$121K | 1.39% | 20 |
|
|
2017
Q3 | $7.54M | Buy |
159,788
+628
| +0.4% | +$29.2K | 1.27% | 25 |
|
|
2017
Q2 | $6.73M | Buy |
159,160
+7,185
| +5% | +$288K | 1.19% | 33 |
|
|
2017
Q1 | $6.18M | Buy |
151,975
+144,975
| +2,071% | +$6.16M | 1.07% | 41 |
|
|
2016
Q4 | $269K | Buy |
+7,000
| New | +$257K | 0.05% | 123 |
|
Other funds holding RIO
JAG
Grassi Investment Management's RIO Position: Q2 2025 in Review
Grassi Investment Management reduced its Rio Tinto (RIO) stake by 0.99% in Q2 2025, selling an estimated $114K and leaving 192,969 shares worth $11.3M. The position accounts for 0.9% of the portfolio, ranked #28.
Grassi Investment Management first reported a position in RIO in Q4 2016 and has held it in 35 quarters since. The position peaked at $17.3M in Q2 2021. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.
- Grassi Investment Management held 192,969 shares of Rio Tinto worth $11.3M as of Q2 2025.
- Grassi Investment Management sold 1,935 Rio Tinto shares in Q2 2025, an estimated $114K.
- Rio Tinto made up 0.9% of Grassi Investment Management's portfolio in Q2 2025, its #28 holding.
- Grassi Investment Management first reported a position in Rio Tinto in Q4 2016 and has held it in 35 quarters since.
- Grassi Investment Management's Rio Tinto position peaked at $17.3M in Q2 2021.
- 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.
Based on Grassi Investment Management's 13F filing for Q2 2025, filed 21 Jul 2025.