Mission Wealth Management’s Rio Tinto RIO Stock Holding History

Mission 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	$797K	Buy	8,396 +711	+9%	+$72.1K	0.01%	543
2026 Q1	$717K	Buy	7,685 +361	+5%	+$32.9K	0.01%	399
2025 Q4	$586K	Sell	7,324 -2,657	-27%	-$191K	0.01%	456
2025 Q3	$659K	Buy	9,981 +515	+5%	+$31.8K	0.01%	419
2025 Q2	$552K	Buy	9,466 +161	+2%	+$9.51K	0.01%	451
2025 Q1	$559K	Sell	9,305 -353	-4%	-$21.7K	0.01%	427
2024 Q4	$568K	Buy	9,658 +1,104	+13%	+$70.5K	0.01%	401
2024 Q3	$609K	Sell	8,554 -549	-6%	-$35.3K	0.01%	394
2024 Q2	$600K	Buy	9,103 +1,397	+18%	+$95.1K	0.02%	371
2024 Q1	$491K	Buy	7,706 +2,111	+38%	+$141K	0.01%	436
2023 Q4	$417K	Buy	5,595 +1,213	+28%	+$81.4K	0.01%	414
2023 Q3	$279K	Buy	4,382 +1,180	+37%	+$75.3K	0.01%	452
2023 Q2	$204K	Buy	3,202 +207	+7%	+$13.3K	0.01%	518
2023 Q1	$205K	Sell	2,995 -5,638	-65%	-$409K	0.01%	507
2022 Q4	$615K	Buy	+8,633	New	+$542K	0.03%	287

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

Mission Wealth Management's RIO Position: Q2 2026 in Review

Mission Wealth Management increased its Rio Tinto (RIO) stake by 9.3% in Q2 2026, buying an estimated $72.1K and bringing the position to 8,396 shares worth $797K. The position accounts for 0.01% of the portfolio, ranked #543.

Mission Wealth Management first reported a position in RIO in Q4 2022 and has held it in 15 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Mission Wealth Management held 8,396 shares of Rio Tinto worth $797K as of Q2 2026.
Mission Wealth Management bought 711 Rio Tinto shares in Q2 2026, an estimated $72.1K.
Rio Tinto made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #543 holding.
Mission Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 15 quarters since.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.