MPM
RIO icon

Meritage Portfolio Management’s Rio Tinto RIO Stock Holding History

Meritage Portfolio 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
2025
Q4 		$2.66M Buy
33,195
+100
+0.3% +$7.2K 0.18% 148
2025
Q3 		$2.18M Sell
33,095
-341
-1% -$21.1K 0.15% 158
2025
Q2 		$1.95M Sell
33,436
-832
-2% -$49.1K 0.12% 161
2025
Q1 		$2.06M Sell
34,268
-928
-3% -$57.1K 0.14% 161
2024
Q4 		$2.07M Sell
35,196
-2,275
-6% -$145K 0.13% 162
2024
Q3 		$2.67M Sell
37,471
-1,576
-4% -$101K 0.16% 159
2024
Q2 		$2.57M Sell
39,047
-829
-2% -$56.4K 0.16% 155
2024
Q1 		$2.54M Sell
39,876
-2,316
-5% -$155K 0.16% 158
2023
Q4 		$3.14M Buy
42,192
+147
+0.3% +$9.86K 0.21% 141
2023
Q3 		$2.68M Sell
42,045
-502
-1% -$32K 0.2% 148
2023
Q2 		$2.72M Buy
42,547
+2,219
+6% +$143K 0.19% 156
2023
Q1 		$2.77M Buy
40,328
+1,717
+4% +$125K 0.21% 144
2022
Q4 		$2.75M Buy
38,611
+1,169
+3% +$73.4K 0.22% 149
2022
Q3 		$2.06M Buy
37,442
+2,095
+6% +$121K 0.17% 161
2022
Q2 		$2.16M Buy
35,347
+10,875
+44% +$779K 0.17% 157
2022
Q1 		$1.97M Buy
24,472
+357
+1% +$27.1K 0.12% 173
2021
Q4 		$1.61M Sell
24,115
-1,773
-7% -$115K 0.09% 180
2021
Q3 		$1.73M Sell
25,888
-20,823
-45% -$1.62M 0.1% 174
2021
Q2 		$3.92M Buy
46,711
+284
+0.6% +$24.4K 0.24% 125
2021
Q1 		$3.6M Buy
46,427
+13,384
+41% +$1.1M 0.24% 126
2020
Q4 		$2.48M Buy
+33,043
New +$2.17M 0.18% 153
2018
Q3 		– Sell
-56,084
Closed -$3.11M – 211
2018
Q2 		$3.11M Sell
56,084
-49,454
-47% -$2.77M 0.3% 141
2018
Q1 		$5.44M Sell
105,538
-713
-0.7% -$38.9K 0.53% 76
2017
Q4 		$5.62M Sell
106,251
-2,020
-2% -$98.6K 0.54% 78
2017
Q3 		$5.11M Sell
108,271
-1,575
-1% -$73.2K 0.5% 89
2017
Q2 		$4.65M Sell
109,846
-1,709
-2% -$68.5K 0.48% 101
2017
Q1 		$4.54M Buy
111,555
+20,355
+22% +$865K 0.48% 101
2016
Q4 		$3.51M Buy
+91,200
New +$3.34M 0.38% 129

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Meritage Portfolio Management's RIO Position: Q4 2025 in Review

Meritage Portfolio Management increased its Rio Tinto (RIO) stake by 0.3% in Q4 2025, buying an estimated $7.2K and bringing the position to 33,195 shares worth $2.66M. The position accounts for 0.18% of the portfolio, ranked #148.

Meritage Portfolio Management first reported a position in RIO in Q4 2016 and has held it in 28 quarters since. The position peaked at $5.62M in Q4 2017. 878 funds tracked by Wall St. Rank hold RIO as of Q4 2025.

  • Meritage Portfolio Management held 33,195 shares of Rio Tinto worth $2.66M as of Q4 2025.
  • Meritage Portfolio Management bought 100 Rio Tinto shares in Q4 2025, an estimated $7.2K.
  • Rio Tinto made up 0.18% of Meritage Portfolio Management's portfolio in Q4 2025, its #148 holding.
  • Meritage Portfolio Management first reported a position in Rio Tinto in Q4 2016 and has held it in 28 quarters since.
  • Meritage Portfolio Management's Rio Tinto position peaked at $5.62M in Q4 2017.
  • 878 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.