Jeppson Wealth Management
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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
Q3 		$2.7M Sell
28,674
-22
-0.1% -$2.14K 0.77% 31
2026
Q2 		$2.72M Sell
28,696
-125
-0.4% -$12.7K 0.8% 32
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 $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Jeppson Wealth Management's RIO Position: Q3 2026 in Review

Jeppson Wealth Management reduced its Rio Tinto (RIO) stake by 0.08% in Q3 2026, selling an estimated $2.14K and leaving 28,674 shares worth $2.7M. The position accounts for 0.77% of the portfolio, ranked #31.

Jeppson Wealth Management first reported a position in RIO in Q3 2020 and has held it in 25 quarters since. The position peaked at $2.72M in Q2 2026. 636 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Jeppson Wealth Management held 28,674 shares of Rio Tinto worth $2.7M as of Q3 2026.
  • Jeppson Wealth Management sold 22 Rio Tinto shares in Q3 2026, an estimated $2.14K.
  • Rio Tinto made up 0.77% of Jeppson Wealth Management's portfolio in Q3 2026, its #31 holding.
  • Jeppson Wealth Management first reported a position in Rio Tinto in Q3 2020 and has held it in 25 quarters since.
  • Jeppson Wealth Management's Rio Tinto position peaked at $2.72M in Q2 2026.
  • 636 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.