HeadInvest LLC’s Rio Tinto RIO Stock Holding History

HeadInvest LLC’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	$916K	Buy	9,650 +150	+2%	+$15.2K	0.17%	112
2026 Q1	$886K	Hold	9,500	–	–	0.18%	103
2025 Q4	$760K	Hold	9,500	–	–	0.15%	114
2025 Q3	$627K	Hold	9,500	–	–	0.13%	127
2025 Q2	$554K	Hold	9,500	–	–	0.12%	134
2025 Q1	$571K	Hold	9,500	–	–	0.11%	136
2024 Q4	$559K	Hold	9,500	–	–	0.11%	144
2024 Q3	$676K	Buy	9,500 +2,000	+27%	+$128K	0.13%	122
2024 Q2	$494K	Hold	7,500	–	–	0.1%	141
2024 Q1	$478K	Hold	7,500	–	–	0.09%	149
2023 Q4	$558K	Hold	7,500	–	–	0.12%	128
2023 Q3	$470K	Hold	7,500	–	–	0.1%	136
2023 Q2	$458K	Hold	7,500	–	–	0.1%	143
2023 Q1	$515K	Hold	7,500	–	–	0.11%	134
2022 Q4	$534K	Hold	7,500	–	–	0.12%	125
2022 Q3	$413K	Hold	7,500	–	–	0.1%	147
2022 Q2	$458K	Hold	7,500	–	–	0.1%	143
2022 Q1	$603K	Hold	7,500	–	–	0.12%	132
2021 Q4	$502K	Buy	7,500 +2,000	+36%	+$129K	0.09%	151
2021 Q3	$368K	Buy	5,500 +2,000	+57%	+$156K	0.07%	169
2021 Q2	$293K	Hold	3,500	–	–	0.06%	192
2021 Q1	$271K	Hold	3,500	–	–	0.06%	190
2020 Q4	$263K	Buy	+3,500	New	+$230K	0.06%	181

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

HeadInvest LLC's RIO Position: Q2 2026 in Review

HeadInvest LLC increased its Rio Tinto (RIO) stake by 1.6% in Q2 2026, buying an estimated $15.2K and bringing the position to 9,650 shares worth $916K. The position accounts for 0.17% of the portfolio, ranked #112.

HeadInvest LLC first reported a position in RIO in Q4 2020 and has held it in 23 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

HeadInvest LLC held 9,650 shares of Rio Tinto worth $916K as of Q2 2026.
HeadInvest LLC bought 150 Rio Tinto shares in Q2 2026, an estimated $15.2K.
Rio Tinto made up 0.17% of HeadInvest LLC's portfolio in Q2 2026, its #112 holding.
HeadInvest LLC first reported a position in Rio Tinto in Q4 2020 and has held it in 23 quarters since.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.