KMWM
RIO icon

Keudell/Morrison Wealth Management’s Rio Tinto RIO Stock Holding History

Keudell/Morrison 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 		$261K Hold
2,750
– – 0.05% 212
2026
Q1 		$257K Buy
+2,750
New +$251K 0.05% 200

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Keudell/Morrison Wealth Management's RIO Position: Q2 2026 in Review

Keudell/Morrison Wealth Management held its Rio Tinto (RIO) position steady in Q2 2026 at 2,750 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #212.

Keudell/Morrison Wealth Management first reported a position in RIO in Q1 2026 and has held it in 2 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Keudell/Morrison Wealth Management held 2,750 shares of Rio Tinto worth $261K as of Q2 2026.
  • Keudell/Morrison Wealth Management left its Rio Tinto share count unchanged in Q2 2026.
  • Rio Tinto made up 0.05% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #212 holding.
  • Keudell/Morrison Wealth Management first reported a position in Rio Tinto in Q1 2026 and has held it in 2 quarters since.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.