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KW Wealth Management’s Rio Tinto RIO Stock Holding History

KW 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 		– Sell
-10,342
Closed -$828K – 46
2025
Q4 		$828K Buy
10,342
+46
+0.4% +$3.31K 1.26% 23
2025
Q3 		$680K Buy
+10,296
New +$637K 1.16% 25

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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

KW Wealth Management sold out of Rio Tinto (RIO) in Q1 2026, closing a stake of 10,342 shares — an estimated $828K sold.

KW Wealth Management first reported a position in RIO in Q3 2025 and held it in 2 quarters. The position peaked at $828K in Q4 2025. 939 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • KW Wealth Management reported no remaining Rio Tinto position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 10,342 Rio Tinto shares in Q1 2026, an estimated $828K.
  • KW Wealth Management first reported a position in Rio Tinto in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Rio Tinto position peaked at $828K in Q4 2025.
  • 939 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.