HighMark Wealth Management’s Rio Tinto RIO Stock Holding History

HighMark Wealth 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
2025 Q4	–	Sell	-109	Closed	-$7.18K	–	645
2025 Q3	$7.18K	Buy	109 +3	+3%	+$186	﹤0.01%	349
2025 Q2	$6.21K	Buy	106 +4	+4%	+$236	﹤0.01%	371
2025 Q1	$6.16K	Hold	102	–	–	﹤0.01%	345
2024 Q4	$6.03K	Hold	102	–	–	﹤0.01%	364
2024 Q3	$7.29K	Buy	102 +2	+2%	+$128	﹤0.01%	345
2024 Q2	$6.59K	Buy	100 +73	+270%	+$4.97K	﹤0.01%	348
2024 Q1	$1.71K	Sell	27 -43	-61%	-$2.88K	﹤0.01%	480
2023 Q4	$5.2K	Hold	70	–	–	﹤0.01%	365
2023 Q3	$4.45K	Buy	70 +2	+3%	+$128	﹤0.01%	367
2023 Q2	$4.34K	Buy	+68	New	+$4.37K	﹤0.01%	376
2020 Q4	–	Sell	-69	Closed	-$5K	–	477
2020 Q3	$5K	Sell	69 -44	-39%	-$2.7K	﹤0.01%	325
2020 Q2	$6K	Buy	113 +2	+2%	+$101	0.01%	291
2020 Q1	$5K	Buy	+111	New	+$5.7K	0.01%	233

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

HighMark Wealth Management's RIO Position: Q4 2025 in Review

HighMark Wealth Management sold out of Rio Tinto (RIO) in Q4 2025, closing a stake of 109 shares — an estimated $7.18K sold.

HighMark Wealth Management first reported a position in RIO in Q1 2020 and held it in 13 quarters. The position peaked at $7.29K in Q3 2024. 878 funds tracked by Wall St. Rank hold RIO as of Q4 2025.

HighMark Wealth Management reported no remaining Rio Tinto position as of Q4 2025 after selling out during the quarter.
HighMark Wealth Management sold 109 Rio Tinto shares in Q4 2025, an estimated $7.18K.
HighMark Wealth Management first reported a position in Rio Tinto in Q1 2020 and held it in 13 quarters.
HighMark Wealth Management's Rio Tinto position peaked at $7.29K in Q3 2024.
878 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2025.

Based on HighMark Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.