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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
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 		$9.57M 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 		$9.84M 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

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Moran Wealth Management reduced its Rio Tinto (RIO) stake by 4.9% in Q2 2026, selling an estimated $588K and leaving 112,035 shares worth $10.6M. The position accounts for 0.29% of the portfolio, ranked #115.

Moran Wealth Management first reported a position in RIO in Q4 2022 and has held it in 15 quarters since. The position peaked at $15.7M in Q4 2023. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Moran Wealth Management held 112,035 shares of Rio Tinto worth $10.6M as of Q2 2026.
  • Moran Wealth Management sold 5,799 Rio Tinto shares in Q2 2026, an estimated $588K.
  • Rio Tinto made up 0.29% of Moran Wealth Management's portfolio in Q2 2026, its #115 holding.
  • Moran Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Rio Tinto position peaked at $15.7M in Q4 2023.
  • 966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.