Mitchell & Pahl Private Wealth’s Rio Tinto RIO Stock Holding History

Mitchell & Pahl Private Wealth’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	$1.38M	Buy	14,494 +254	+2%	+$25.8K	0.51%	67
2026 Q1	$1.33M	Buy	14,240 +23	+0.2%	+$2.1K	0.54%	69
2025 Q4	$1.14M	Sell	14,217 -185	-1%	-$13.3K	0.47%	76
2025 Q3	$951K	Buy	14,402 +39	+0.3%	+$2.41K	0.4%	89
2025 Q2	$838K	Buy	14,363 +741	+5%	+$43.8K	0.37%	99
2025 Q1	$818K	Sell	13,622 -177	-1%	-$10.9K	0.38%	93
2024 Q4	$812K	Buy	13,799 +984	+8%	+$62.8K	0.38%	94
2024 Q3	$912K	Buy	12,815 +1,319	+11%	+$84.7K	0.42%	87
2024 Q2	$758K	Sell	11,496 -27	-0.2%	-$1.84K	0.4%	90
2024 Q1	$734K	Buy	11,523 +554	+5%	+$37.1K	0.39%	101
2023 Q4	$817K	Buy	10,969 +51	+0.5%	+$3.42K	0.46%	81
2023 Q3	$695K	Buy	10,918 +1,240	+13%	+$79.1K	0.41%	91
2023 Q2	$618K	Buy	9,678 +522	+6%	+$33.6K	0.37%	94
2023 Q1	$628K	Buy	9,156 +54	+0.6%	+$3.92K	0.39%	92
2022 Q4	$648K	Buy	9,102 +256	+3%	+$16.1K	0.43%	85
2022 Q3	$487K	Buy	8,846 +667	+8%	+$38.4K	0.36%	98
2022 Q2	$499K	Buy	8,179 +809	+11%	+$58K	0.35%	96
2022 Q1	$593K	Buy	7,370 +1,092	+17%	+$82.9K	0.38%	91
2021 Q4	$420K	Buy	6,278 +421	+7%	+$27.3K	0.27%	111
2021 Q3	$391K	Buy	+5,857	New	+$457K	0.28%	110

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

Mitchell & Pahl Private Wealth's RIO Position: Q2 2026 in Review

Mitchell & Pahl Private Wealth increased its Rio Tinto (RIO) stake by 1.8% in Q2 2026, buying an estimated $25.8K and bringing the position to 14,494 shares worth $1.38M. The position accounts for 0.51% of the portfolio, ranked #67.

Mitchell & Pahl Private Wealth first reported a position in RIO in Q3 2021 and has held it in 20 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Mitchell & Pahl Private Wealth held 14,494 shares of Rio Tinto worth $1.38M as of Q2 2026.
Mitchell & Pahl Private Wealth bought 254 Rio Tinto shares in Q2 2026, an estimated $25.8K.
Rio Tinto made up 0.51% of Mitchell & Pahl Private Wealth's portfolio in Q2 2026, its #67 holding.
Mitchell & Pahl Private Wealth first reported a position in Rio Tinto in Q3 2021 and has held it in 20 quarters since.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.