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 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 Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Moran Wealth Management's RIO Position: Q1 2026 in Review

Moran Wealth Management increased its Rio Tinto (RIO) stake by 8.2% in Q1 2026, buying an estimated $815K and bringing the position to 117,834 shares worth $11M. The position accounts for 0.34% of the portfolio, ranked #99.

Moran Wealth Management first reported a position in RIO in Q4 2022 and has held it in 14 quarters since. The position peaked at $15.7M in Q4 2023. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Moran Wealth Management held 117,834 shares of Rio Tinto worth $11M as of Q1 2026.
Moran Wealth Management bought 8,943 Rio Tinto shares in Q1 2026, an estimated $815K.
Rio Tinto made up 0.34% of Moran Wealth Management's portfolio in Q1 2026, its #99 holding.
Moran Wealth Management first reported a position in Rio Tinto in Q4 2022 and has held it in 14 quarters since.
Moran Wealth Management's Rio Tinto position peaked at $15.7M in Q4 2023.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Moran Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.