Moran Wealth Management
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Moran Wealth Management’s Rio Tinto RIO Stock Holding History

Moran 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
Q3 		$11.3M Buy
119,766
+7,731
+7% +$751K 0.31% 115
2026
Q2 		$10.6M Sell
112,035
-5,799
-5% -$588K 0.29% 115
2026
Q1 		$11M Buy
117,834
+8,943
+8% +$815K 0.34% 99
2025
Q4 		$8.71M Buy
108,891
+6,961
+7% +$501K 0.27% 119
2025
Q3 		$6.73M Buy
101,930
+2,124
+2% +$131K 0.2% 138
2025
Q2 		$5.82M Buy
99,806
+4,300
+5% +$254K 0.18% 158
2025
Q1 		$5.74M Sell
95,506
-740
-0.8% -$45.6K 0.19% 157
2024
Q4 		$5.66M Sell
96,246
-21,588
-18% -$1.38M 0.18% 155
2024
Q3 		$8.39M Sell
117,834
-95,838
-45% -$6.16M 0.26% 122
2024
Q2 		$14.1M Buy
213,672
+212
+0.1% +$14.4K 0.46% 73
2024
Q1 		$13.6M Buy
213,460
+2,881
+1% +$193K 0.44% 80
2023
Q4 		$15.7M Buy
210,579
+60,184
+40% +$4.04M 0.56% 56
2023
Q3 		$9.6M Buy
150,395
+1,807
+1% +$115K 0.37% 102
2023
Q2 		$9.49M Buy
148,588
+5,123
+4% +$329K 0.36% 101
2023
Q1 		$9.8M Buy
143,465
+14,473
+11% +$1.05M 0.37% 100
2022
Q4 		$9.18M Buy
+128,992
New +$8.1M 0.35% 95

Other funds holding RIO

Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Canal Insurance Company
Canal Insurance Company Greenville, South Carolina $426M AUM 30.47% 1-Year Est. Return

Moran Wealth Management's RIO Position: Q3 2026 in Review

Moran Wealth Management increased its Rio Tinto (RIO) stake by 6.9% in Q3 2026, buying an estimated $751K and bringing the position to 119,766 shares worth $11.3M. The position accounts for 0.31% of the portfolio, ranked #115.

Moran Wealth Management first reported a position in RIO in Q4 2022 and has held it in 16 quarters since. The position peaked at $15.7M in Q4 2023. 247 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Moran Wealth Management held 119,766 shares of Rio Tinto worth $11.3M as of Q3 2026.
  • Moran Wealth Management bought 7,731 Rio Tinto shares in Q3 2026, an estimated $751K.
  • Rio Tinto made up 0.31% of Moran Wealth Management's portfolio in Q3 2026, its #115 holding.
  • Moran Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 16 quarters since.
  • Moran Wealth Management's Rio Tinto position peaked at $15.7M in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Moran Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.