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Montag & Associates’s Rio Tinto RIO Stock Holding History

Montag & Associates’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
Q1 		$6.03M Sell
62,935
-541
-0.9% -$49.3K 0.28% 75
2025
Q4 		$5.08M Sell
63,476
-22
-0% -$1.58K 0.23% 90
2025
Q3 		$4.19M Buy
63,498
+22
+0% +$1.36K 0.19% 110
2025
Q2 		$3.7M Sell
63,476
-392
-0.6% -$23.1K 0.18% 115
2025
Q1 		$3.98M Hold
63,868
– – 0.2% 107
2024
Q4 		$3.76M Sell
63,868
-1,610
-2% -$103K 0.18% 120
2024
Q3 		$4.66M Buy
65,478
+495
+0.8% +$31.8K 0.22% 102
2024
Q2 		$4.28M Hold
64,983
– – 0.22% 102
2024
Q1 		$4.31M Sell
64,983
-1,040
-2% -$69.6K 0.22% 104
2023
Q4 		$4.92M Sell
66,023
-374
-0.6% -$25.1K 0.27% 83
2023
Q3 		$4.23M Hold
66,397
– – 0.27% 82
2023
Q2 		$4.24M Sell
66,397
-238
-0.4% -$15.3K 0.26% 91
2023
Q1 		$4.72M Hold
66,635
– – 0.31% 80
2022
Q4 		$4.74M Sell
66,635
-2,112
-3% -$133K 0.32% 82
2022
Q3 		$3.79M Sell
68,747
-4,566
-6% -$263K 0.26% 93
2022
Q2 		$4.47M Hold
73,313
– – 0.29% 92
2022
Q1 		$5.89M Sell
73,313
-2,100
-3% -$159K 0.31% 89
2021
Q4 		$5.05M Sell
75,413
-51,245
-40% -$3.32M 0.25% 104
2021
Q3 		$8.46M Buy
126,658
+12,235
+11% +$955K 0.45% 55
2021
Q2 		$9.6M Buy
114,423
+34,334
+43% +$2.95M 0.51% 49
2021
Q1 		$6.22M Sell
80,089
-339
-0.4% -$27.8K 0.35% 84
2020
Q4 		$6.05M Sell
80,428
-2,050
-2% -$135K 0.37% 73
2020
Q3 		$4.98M Sell
82,478
-1,640
-2% -$101K 0.4% 72
2020
Q2 		$4.73M Sell
84,118
-1,200
-1% -$60.8K 0.41% 69
2020
Q1 		$3.89M Sell
85,318
-5,100
-6% -$262K 0.39% 75
2019
Q4 		$5.37M Buy
90,418
+2,000
+2% +$108K 0.43% 63
2019
Q3 		$4.61M Sell
88,418
-8,460
-9% -$459K 0.4% 64
2019
Q2 		$6.04M Sell
96,878
-1,200
-1% -$71.9K 0.54% 49
2019
Q1 		$5.77M Hold
98,078
– – 0.54% 48
2018
Q4 		$4.75M Sell
98,078
-360
-0.4% -$17.6K 0.51% 50
2018
Q3 		$5.02M Sell
98,438
-1,040
-1% -$53K 0.44% 58
2018
Q2 		$5.52M Hold
99,478
– – 0.57% 43
2018
Q1 		$5.13M Buy
99,478
+900
+0.9% +$49.1K 0.53% 52
2017
Q4 		$5.22M Buy
98,578
+4,400
+5% +$215K 0.5% 56
2017
Q3 		$4.44M Sell
94,178
-700
-0.7% -$32.5K 0.48% 62
2017
Q2 		$4.01M Buy
94,878
+588
+0.6% +$23.6K 0.45% 59
2017
Q1 		$3.84M Sell
94,290
-9,375
-9% -$398K 0.43% 75
2016
Q4 		$3.99M Buy
103,665
+3,600
+4% +$132K 0.47% 67
2016
Q3 		$3.34M Buy
100,065
+2,240
+2% +$71.4K 0.43% 76
2016
Q2 		$3.06M Sell
97,825
-32,530
-25% -$971K 0.4% 78
2016
Q1 		$3.69M Buy
+130,355
New +$3.47M 0.52% 59

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Montag & Associates's RIO Position: Q1 2026 in Review

Montag & Associates reduced its Rio Tinto (RIO) stake by 0.85% in Q1 2026, selling an estimated $49.3K and leaving 62,935 shares worth $6.03M. The position accounts for 0.28% of the portfolio, ranked #75.

Montag & Associates first reported a position in RIO in Q1 2016 and has held it in 41 quarters since. The position peaked at $9.6M in Q2 2021. 933 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Montag & Associates held 62,935 shares of Rio Tinto worth $6.03M as of Q1 2026.
  • Montag & Associates sold 541 Rio Tinto shares in Q1 2026, an estimated $49.3K.
  • Rio Tinto made up 0.28% of Montag & Associates's portfolio in Q1 2026, its #75 holding.
  • Montag & Associates first reported a position in Rio Tinto in Q1 2016 and has held it in 41 quarters since.
  • Montag & Associates's Rio Tinto position peaked at $9.6M in Q2 2021.
  • 933 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Montag & Associates's 13F filing for Q1 2026, filed 29 Apr 2026.