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HHM Wealth Advisors’s Rio Tinto RIO Stock Holding History

HHM 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
Q2 		$97.8K Sell
1,030
-319
-24% -$32.3K 0.01% 290
2026
Q1 		$126K Buy
1,349
+400
+42% +$36.5K 0.01% 239
2025
Q4 		$75.9K Hold
949
– – 0.01% 301
2025
Q3 		$62.6K Buy
949
+100
+12% +$6.18K 0.01% 341
2025
Q2 		$49.5K Hold
849
– – 0.01% 378
2025
Q1 		$51K Hold
849
– – 0.01% 359
2024
Q4 		$49.9K Buy
+849
New +$54.2K 0.01% 352
2024
Q3 		– Sell
-120
Closed -$7.91K – 820
2024
Q2 		$7.91K Sell
120
-58
-33% -$3.95K ﹤0.01% 585
2024
Q1 		$11.3K Hold
178
– – ﹤0.01% 500
2023
Q4 		$13.3K Hold
178
– – ﹤0.01% 472
2023
Q3 		$11.3K Hold
178
– – ﹤0.01% 484
2023
Q2 		$11.4K Hold
178
– – ﹤0.01% 511
2023
Q1 		$12.2K Hold
178
– – ﹤0.01% 484
2022
Q4 		$12.7K Sell
178
-36
-17% -$2.26K ﹤0.01% 422
2022
Q3 		$12K Buy
214
+34
+19% +$1.96K ﹤0.01% 415
2022
Q2 		$13K Buy
180
+146
+429% +$10.5K ﹤0.01% 493
2022
Q1 		$3K Hold
34
– – ﹤0.01% 657
2021
Q4 		$2K Hold
34
– – ﹤0.01% 631
2021
Q3 		$2K Buy
+34
New +$2.65K ﹤0.01% 596

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

HHM Wealth Advisors's RIO Position: Q2 2026 in Review

HHM Wealth Advisors reduced its Rio Tinto (RIO) stake by 24% in Q2 2026, selling an estimated $32.3K and leaving 1,030 shares worth $97.8K. The position accounts for 0.01% of the portfolio, ranked #290.

HHM Wealth Advisors first reported a position in RIO in Q3 2021 and has held it in 19 quarters since. The position peaked at $126K in Q1 2026. 312 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • HHM Wealth Advisors held 1,030 shares of Rio Tinto worth $97.8K as of Q2 2026.
  • HHM Wealth Advisors sold 319 Rio Tinto shares in Q2 2026, an estimated $32.3K.
  • Rio Tinto made up 0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #290 holding.
  • HHM Wealth Advisors first reported a position in Rio Tinto in Q3 2021 and has held it in 19 quarters since.
  • HHM Wealth Advisors's Rio Tinto position peaked at $126K in Q1 2026.
  • 312 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.