Hohimer Wealth Management’s Rio Tinto RIO Stock Holding History

Hohimer 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
2026 Q2	$273K	Buy	2,878 +266	+10%	+$27K	0.03%	287
2026 Q1	$244K	Buy	2,612 +2	+0.1%	+$182	0.03%	268
2025 Q4	$209K	Buy	+2,610	New	+$188K	0.03%	287
2025 Q1	–	Sell	-24,579	Closed	-$1.45M	–	280
2024 Q4	$1.45M	Buy	+24,579	New	+$1.57M	0.27%	97
2024 Q2	–	Sell	-16,273	Closed	-$1.04M	–	251
2024 Q1	$1.04M	Buy	16,273 +795	+5%	+$53.2K	0.24%	116
2023 Q4	$1.15M	Buy	15,478 +831	+6%	+$55.8K	0.29%	97
2023 Q3	$932K	Sell	14,647 -253	-2%	-$16.1K	0.27%	102
2023 Q2	$951K	Buy	14,900 +1,217	+9%	+$78.2K	0.26%	101
2023 Q1	$939K	Buy	13,683 +2,896	+27%	+$210K	0.27%	91
2022 Q4	$768K	Buy	+10,787	New	+$678K	0.25%	83
2021 Q1	–	Sell	-4,296	Closed	-$323K	–	210
2020 Q4	$323K	Buy	4,296 +273	+7%	+$17.9K	0.09%	154
2020 Q3	$238K	Sell	4,023 -15,952	-80%	-$978K	0.07%	163
2020 Q2	$1.12M	Sell	19,975 -14,547	-42%	-$737K	0.39%	93
2020 Q1	$1.62M	Buy	34,522 +10,542	+44%	+$541K	0.68%	57
2019 Q4	$1.42M	Buy	+23,980	New	+$1.3M	0.49%	93

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

Hohimer Wealth Management's RIO Position: Q2 2026 in Review

Hohimer Wealth Management increased its Rio Tinto (RIO) stake by 10% in Q2 2026, buying an estimated $27K and bringing the position to 2,878 shares worth $273K. The position accounts for 0.03% of the portfolio, ranked #287.

Hohimer Wealth Management first reported a position in RIO in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.62M in Q1 2020. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Hohimer Wealth Management held 2,878 shares of Rio Tinto worth $273K as of Q2 2026.
Hohimer Wealth Management bought 266 Rio Tinto shares in Q2 2026, an estimated $27K.
Rio Tinto made up 0.03% of Hohimer Wealth Management's portfolio in Q2 2026, its #287 holding.
Hohimer Wealth Management first reported a position in Rio Tinto in Q4 2019 and has held it in 15 quarters since.
Hohimer Wealth Management's Rio Tinto position peaked at $1.62M in Q1 2020.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Hohimer Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.