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Modera Wealth Management’s Rio Tinto RIO Stock Holding History

Modera 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 		$5.36M Sell
56,434
-652
-1% -$66.1K 0.06% 180
2026
Q1 		$5.33M Sell
57,086
-3,269
-5% -$298K 0.06% 172
2025
Q4 		$4.83M Buy
60,355
+1,418
+2% +$102K 0.06% 186
2025
Q3 		$3.89M Sell
58,937
-2,795
-5% -$173K 0.05% 203
2025
Q2 		$3.6M Sell
61,732
-2,653
-4% -$157K 0.04% 208
2025
Q1 		$3.87M Sell
64,385
-1,520
-2% -$93.6K 0.05% 198
2024
Q4 		$3.88M Sell
65,905
-4,673
-7% -$298K 0.05% 200
2024
Q3 		$5.02M Buy
70,578
+3,388
+5% +$218K 0.06% 166
2024
Q2 		$4.43M Buy
67,190
+547
+0.8% +$37.2K 0.07% 164
2024
Q1 		$4.25M Buy
66,643
+407
+0.6% +$27.3K 0.06% 175
2023
Q4 		$4.93M Sell
66,236
-1,327
-2% -$89K 0.08% 155
2023
Q3 		$4.3M Sell
67,563
-5,690
-8% -$363K 0.08% 161
2023
Q2 		$4.68M Buy
+73,253
New +$4.71M 0.08% 156

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

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

Modera Wealth Management reduced its Rio Tinto (RIO) stake by 1.1% in Q2 2026, selling an estimated $66.1K and leaving 56,434 shares worth $5.36M. The position accounts for 0.06% of the portfolio, ranked #180.

Modera Wealth Management first reported a position in RIO in Q2 2023 and has held it in 13 quarters since. 572 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Modera Wealth Management held 56,434 shares of Rio Tinto worth $5.36M as of Q2 2026.
  • Modera Wealth Management sold 652 Rio Tinto shares in Q2 2026, an estimated $66.1K.
  • Rio Tinto made up 0.06% of Modera Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Modera Wealth Management first reported a position in Rio Tinto in Q2 2023 and has held it in 13 quarters since.
  • 572 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.