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Marks Group Wealth Management’s Rio Tinto RIO Stock Holding History

Marks Group 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 		$896K Sell
9,434
-5,124
-35% -$519K 0.08% 216
2026
Q1 		$1.36M Buy
14,558
+10,904
+298% +$994K 0.13% 168
2025
Q4 		$292K Buy
3,654
+5
+0.1% +$360 0.03% 289
2025
Q3 		$241K Sell
3,649
-3
-0.1% -$186 0.02% 277
2025
Q2 		$213K Sell
3,652
-238
-6% -$14.1K 0.02% 285
2025
Q1 		$234K Sell
3,890
-166
-4% -$10.2K 0.02% 287
2024
Q4 		$239K Sell
4,056
-3,032
-43% -$194K 0.02% 275
2024
Q3 		$504K Sell
7,088
-443
-6% -$28.5K 0.05% 223
2024
Q2 		$497K Sell
7,531
-486
-6% -$33.1K 0.05% 223
2024
Q1 		$511K Sell
8,017
-478
-6% -$32K 0.05% 219
2023
Q4 		$633K Sell
8,495
-325
-4% -$21.8K 0.07% 197
2023
Q3 		$561K Sell
8,820
-31
-0.4% -$1.98K 0.07% 200
2023
Q2 		$565K Sell
8,851
-23
-0.3% -$1.48K 0.07% 204
2023
Q1 		$609K Sell
8,874
-45
-0.5% -$3.27K 0.08% 196
2022
Q4 		$635K Sell
8,919
-406
-4% -$25.5K 0.09% 189
2022
Q3 		$514K Buy
9,325
+329
+4% +$19K 0.08% 197
2022
Q2 		$549K Buy
8,996
+1,072
+14% +$76.8K 0.08% 203
2022
Q1 		$637K Buy
7,924
+1,891
+31% +$144K 0.08% 207
2021
Q4 		$400K Buy
6,033
+1,891
+46% +$122K 0.05% 252
2021
Q3 		$275K Buy
4,142
+1,721
+71% +$134K 0.04% 250
2021
Q2 		$202K Buy
+2,421
New +$208K 0.03% 258
2021
Q1 		– Sell
-2,680
Closed -$202K – 268
2020
Q4 		$202K Buy
+2,680
New +$176K 0.03% 244

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

Marks Group Wealth Management's RIO Position: Q2 2026 in Review

Marks Group Wealth Management reduced its Rio Tinto (RIO) stake by 35% in Q2 2026, selling an estimated $519K and leaving 9,434 shares worth $896K. The position accounts for 0.08% of the portfolio, ranked #216.

Marks Group Wealth Management first reported a position in RIO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.36M in Q1 2026. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Marks Group Wealth Management held 9,434 shares of Rio Tinto worth $896K as of Q2 2026.
  • Marks Group Wealth Management sold 5,124 Rio Tinto shares in Q2 2026, an estimated $519K.
  • Rio Tinto made up 0.08% of Marks Group Wealth Management's portfolio in Q2 2026, its #216 holding.
  • Marks Group Wealth Management first reported a position in Rio Tinto in Q4 2020 and has held it in 22 quarters since.
  • Marks Group Wealth Management's Rio Tinto position peaked at $1.36M in Q1 2026.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.