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Marathon Capital Management’s Rio Tinto RIO Stock Holding History

Marathon Capital 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 		$434K Sell
4,657
-1,174
-20% -$107K 0.1% 113
2025
Q4 		$467K Sell
5,831
-784
-12% -$56.4K 0.1% 111
2025
Q3 		$437K Hold
6,615
– – 0.1% 105
2025
Q2 		$386K Buy
+6,615
New +$391K 0.1% 110

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

Marathon Capital Management's RIO Position: Q1 2026 in Review

Marathon Capital Management reduced its Rio Tinto (RIO) stake by 20% in Q1 2026, selling an estimated $107K and leaving 4,657 shares worth $434K. The position accounts for 0.1% of the portfolio, ranked #113.

Marathon Capital Management first reported a position in RIO in Q2 2025 and has held it in 4 quarters since. The position peaked at $467K in Q4 2025. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Marathon Capital Management held 4,657 shares of Rio Tinto worth $434K as of Q1 2026.
  • Marathon Capital Management sold 1,174 Rio Tinto shares in Q1 2026, an estimated $107K.
  • Rio Tinto made up 0.1% of Marathon Capital Management's portfolio in Q1 2026, its #113 holding.
  • Marathon Capital Management first reported a position in Rio Tinto in Q2 2025 and has held it in 4 quarters since.
  • Marathon Capital Management's Rio Tinto position peaked at $467K in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Marathon Capital Management's 13F filing for Q1 2026, filed 14 May 2026.