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Jeppson Wealth Management’s Rio Tinto RIO Stock Holding History

Jeppson 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
Q1 		$2.69M Sell
28,821
-536
-2% -$48.9K 0.84% 28
2025
Q4 		$2.35M Sell
29,357
-381
-1% -$27.4K 0.74% 33
2025
Q3 		$1.96M Sell
29,738
-164
-0.5% -$10.1K 0.63% 41
2025
Q2 		$1.74M Sell
29,902
-552
-2% -$32.6K 0.6% 43
2025
Q1 		$1.83M Buy
30,454
+10,361
+52% +$638K 0.67% 39
2024
Q4 		$1.18M Buy
20,093
+6,473
+48% +$413K 0.43% 62
2024
Q3 		$969K Sell
13,620
-338
-2% -$21.7K 0.35% 74
2024
Q2 		$920K Sell
13,958
-35
-0.3% -$2.38K 0.35% 71
2024
Q1 		$892K Sell
13,993
-106
-0.8% -$7.1K 0.35% 76
2023
Q4 		$1.05M Sell
14,099
-10
-0.1% -$671 0.43% 68
2023
Q3 		$898K Sell
14,109
-84
-0.6% -$5.36K 0.41% 65
2023
Q2 		$906K Sell
14,193
-1,226
-8% -$78.8K 0.39% 67
2023
Q1 		$1.06M Sell
15,419
-16
-0.1% -$1.16K 0.46% 58
2022
Q4 		$1.1M Sell
15,435
-1,046
-6% -$65.7K 0.46% 50
2022
Q3 		$907K Buy
16,481
+978
+6% +$56.4K 0.41% 57
2022
Q2 		$946K Buy
15,503
+1,210
+8% +$86.7K 0.41% 57
2022
Q1 		$1.15M Buy
14,293
+190
+1% +$14.4K 0.54% 50
2021
Q4 		$944K Buy
14,103
+1,665
+13% +$108K 0.46% 53
2021
Q3 		$831K Buy
12,438
+607
+5% +$47.4K 0.43% 55
2021
Q2 		$992K Hold
11,831
– – 0.54% 51
2021
Q1 		$918K Sell
11,831
-22
-0.2% -$1.8K 0.55% 49
2020
Q4 		$892K Buy
11,853
+50
+0.4% +$3.28K 0.59% 44
2020
Q3 		$713K Buy
+11,803
New +$724K 0.56% 46

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Jeppson Wealth Management's RIO Position: Q1 2026 in Review

Jeppson Wealth Management reduced its Rio Tinto (RIO) stake by 1.8% in Q1 2026, selling an estimated $48.9K and leaving 28,821 shares worth $2.69M. The position accounts for 0.84% of the portfolio, ranked #28.

Jeppson Wealth Management first reported a position in RIO in Q3 2020 and has held it in 23 quarters since. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Jeppson Wealth Management held 28,821 shares of Rio Tinto worth $2.69M as of Q1 2026.
  • Jeppson Wealth Management sold 536 Rio Tinto shares in Q1 2026, an estimated $48.9K.
  • Rio Tinto made up 0.84% of Jeppson Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Jeppson Wealth Management first reported a position in Rio Tinto in Q3 2020 and has held it in 23 quarters since.
  • 932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.