Measured Wealth Private Client Group’s Rio Tinto RIO Stock Holding History

Measured Wealth Private Client Group’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	$59.5K	Buy	627 +400	+176%	+$40.6K	0.01%	302
2026 Q1	$21.2K	Hold	227	–	–	0.01%	459
2025 Q4	$18.2K	Hold	227	–	–	﹤0.01%	496
2025 Q3	$15K	Buy	+227	New	+$14K	﹤0.01%	517
2018 Q4	–	Sell	-35	Closed	-$1K	–	558
2018 Q3	$1K	Buy	+35	New	+$1.78K	﹤0.01%	810

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Measured Wealth Private Client Group's RIO Position: Q2 2026 in Review

Measured Wealth Private Client Group increased its Rio Tinto (RIO) stake by 176% in Q2 2026, buying an estimated $40.6K and bringing the position to 627 shares worth $59.5K. The position accounts for 0.01% of the portfolio, ranked #302.

Measured Wealth Private Client Group first reported a position in RIO in Q3 2018 and has held it in 5 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Measured Wealth Private Client Group held 627 shares of Rio Tinto worth $59.5K as of Q2 2026.
Measured Wealth Private Client Group bought 400 Rio Tinto shares in Q2 2026, an estimated $40.6K.
Rio Tinto made up 0.01% of Measured Wealth Private Client Group's portfolio in Q2 2026, its #302 holding.
Measured Wealth Private Client Group first reported a position in Rio Tinto in Q3 2018 and has held it in 5 quarters since.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q2 2026, filed 10 Aug 2026.