Heritage Wealth Advisors’s Rio Tinto RIO Stock Holding History

Heritage 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 Q1	$42.3K	Hold	453	–	–	﹤0.01%	353
2025 Q4	$36.3K	Hold	453	–	–	﹤0.01%	346
2025 Q3	$29.9K	Hold	453	–	–	﹤0.01%	345
2025 Q2	$26.4K	Buy	453 +153	+51%	+$9.03K	﹤0.01%	344
2025 Q1	$18K	Buy	300 +100	+50%	+$6.16K	﹤0.01%	376
2024 Q4	$11.8K	Hold	200	–	–	﹤0.01%	432
2024 Q3	$14.2K	Hold	200	–	–	﹤0.01%	422
2024 Q2	$13.2K	Hold	200	–	–	﹤0.01%	412
2024 Q1	$12.7K	Hold	200	–	–	﹤0.01%	427
2023 Q4	$14.9K	Hold	200	–	–	﹤0.01%	433
2023 Q3	$12.7K	Hold	200	–	–	﹤0.01%	406
2023 Q2	$12.8K	Hold	200	–	–	﹤0.01%	426
2023 Q1	$13.7K	Hold	200	–	–	﹤0.01%	423
2022 Q4	$14.2K	Hold	200	–	–	﹤0.01%	429
2022 Q3	$11K	Hold	200	–	–	﹤0.01%	417
2022 Q2	$12K	Hold	200	–	–	﹤0.01%	452
2022 Q1	$16K	Hold	200	–	–	﹤0.01%	411
2021 Q4	$13K	Buy	200 +100	+100%	+$6.47K	﹤0.01%	433
2021 Q3	$6.68K	Hold	100	–	–	﹤0.01%	457
2021 Q2	$8.39K	Buy	+100	New	+$8.6K	﹤0.01%	455
2020 Q1	–	Sell	-69	Closed	-$4.1K	–	556
2019 Q4	$4.1K	Buy	+69	New	+$3.74K	﹤0.01%	454

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Heritage Wealth Advisors's RIO Position: Q1 2026 in Review

Heritage Wealth Advisors held its Rio Tinto (RIO) position steady in Q1 2026 at 453 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Heritage Wealth Advisors first reported a position in RIO in Q4 2019 and has held it in 21 quarters since. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Heritage Wealth Advisors held 453 shares of Rio Tinto worth $42.3K as of Q1 2026.
Heritage Wealth Advisors left its Rio Tinto share count unchanged in Q1 2026.
Rio Tinto made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #353 holding.
Heritage Wealth Advisors first reported a position in Rio Tinto in Q4 2019 and has held it in 21 quarters since.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.