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Marshall & Sterling Wealth Advisors’s Rio Tinto RIO Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$516K Buy
5,438
+1,283
+31% +$130K 0.31% 63
2026
Q1 		$388K Buy
+4,155
New +$379K 0.25% 71

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

Marshall & Sterling Wealth Advisors's RIO Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors increased its Rio Tinto (RIO) stake by 31% in Q2 2026, buying an estimated $130K and bringing the position to 5,438 shares worth $516K. The position accounts for 0.31% of the portfolio, ranked #63.

Marshall & Sterling Wealth Advisors 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.

  • Marshall & Sterling Wealth Advisors held 5,438 shares of Rio Tinto worth $516K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors bought 1,283 Rio Tinto shares in Q2 2026, an estimated $130K.
  • Rio Tinto made up 0.31% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #63 holding.
  • Marshall & Sterling Wealth Advisors 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 Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.