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Legacy Wealth Asset Management’s Rio Tinto RIO Stock Holding History

Legacy Wealth Asset 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 		$785K Sell
8,267
-134
-2% -$13.6K 0.17% 172
2026
Q1 		$784K Sell
8,401
-13
-0.2% -$1.19K 0.19% 171
2025
Q4 		$673K Buy
8,414
+10
+0.1% +$720 0.17% 199
2025
Q3 		$555K Buy
8,404
+117
+1% +$7.24K 0.13% 240
2025
Q2 		$483K Buy
8,287
+126
+2% +$7.44K 0.12% 255
2025
Q1 		$490K Buy
8,161
+286
+4% +$17.6K 0.14% 247
2024
Q4 		$463K Sell
7,875
-204
-3% -$13K 0.13% 248
2024
Q3 		$575K Buy
8,079
+91
+1% +$5.84K 0.15% 218
2024
Q2 		$527K Buy
7,988
+154
+2% +$10.5K 0.15% 218
2024
Q1 		$499K Buy
7,834
+270
+4% +$18.1K 0.14% 233
2023
Q4 		$563K Buy
7,564
+704
+10% +$47.2K 0.18% 195
2023
Q3 		$437K Buy
6,860
+225
+3% +$14.4K 0.16% 229
2023
Q2 		$424K Buy
6,635
+75
+1% +$4.82K 0.15% 238
2023
Q1 		$450K Buy
6,560
+769
+13% +$55.8K 0.16% 220
2022
Q4 		$412K Buy
5,791
+1,145
+25% +$71.9K 0.16% 238
2022
Q3 		$256K Sell
4,646
-20,145
-81% -$1.16M 0.11% 281
2022
Q2 		$1.51M Buy
24,791
+5,341
+27% +$383K 0.61% 28
2022
Q1 		$1.56M Buy
19,450
+2,634
+16% +$200K 0.56% 35
2021
Q4 		$1.13M Buy
16,816
+9,298
+124% +$602K 0.38% 71
2021
Q3 		$502K Buy
7,518
+180
+2% +$14K 0.23% 173
2021
Q2 		$616K Buy
7,338
+11
+0.2% +$946 0.27% 140
2021
Q1 		$569K Sell
7,327
-367
-5% -$30.1K 0.26% 153
2020
Q4 		$579K Buy
+7,694
New +$505K 0.29% 141

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

Legacy Wealth Asset Management's RIO Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its Rio Tinto (RIO) stake by 1.6% in Q2 2026, selling an estimated $13.6K and leaving 8,267 shares worth $785K. The position accounts for 0.17% of the portfolio, ranked #172.

Legacy Wealth Asset Management first reported a position in RIO in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.56M in Q1 2022. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Legacy Wealth Asset Management held 8,267 shares of Rio Tinto worth $785K as of Q2 2026.
  • Legacy Wealth Asset Management sold 134 Rio Tinto shares in Q2 2026, an estimated $13.6K.
  • Rio Tinto made up 0.17% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #172 holding.
  • Legacy Wealth Asset Management first reported a position in Rio Tinto in Q4 2020 and has held it in 23 quarters since.
  • Legacy Wealth Asset Management's Rio Tinto position peaked at $1.56M in Q1 2022.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.