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Morgan Dempsey Capital Management’s Rio Tinto RIO Stock Holding History

Morgan Dempsey Capital 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 		$5.1M Buy
53,677
+1,769
+3% +$179K 2.18% 27
2026
Q1 		$4.97M Sell
51,908
-1,184
-2% -$108K 2.26% 23
2025
Q4 		$4.25M Buy
53,092
+5,148
+11% +$371K 2.07% 31
2025
Q3 		$3.16M Sell
47,944
-6,326
-12% -$391K 1.41% 36
2025
Q2 		$3.17M Sell
54,270
-691
-1% -$40.8K 1.32% 37
2025
Q1 		$3.42M Sell
54,961
-2,533
-4% -$156K 1.43% 36
2024
Q4 		$3.38M Sell
57,494
-10,083
-15% -$644K 1.36% 36
2024
Q3 		$4.81M Sell
67,577
-8,629
-11% -$554K 1.65% 34
2024
Q2 		$5.02M Sell
76,206
-30,990
-29% -$2.11M 1.68% 32
2024
Q1 		$6.83M Sell
107,196
-11,334
-10% -$759K 2.19% 33
2023
Q4 		$8.83M Sell
118,530
-5,933
-5% -$398K 2.7% 24
2023
Q3 		$7.92M Buy
124,463
+3,821
+3% +$244K 2.47% 29
2023
Q2 		$7.7M Sell
120,642
-9,397
-7% -$604K 2.2% 28
2023
Q1 		$8.92M Buy
130,039
+6,339
+5% +$460K 2.41% 25
2022
Q4 		$8.81M Buy
123,700
+6,077
+5% +$382K 2.44% 28
2022
Q3 		$6.48M Sell
117,623
-3,850
-3% -$222K 2.13% 31
2022
Q2 		$7.41M Buy
121,473
+22,876
+23% +$1.64M 2.26% 29
2022
Q1 		$7.93M Buy
98,597
+4,161
+4% +$316K 2.35% 28
2021
Q4 		$6.32M Buy
94,436
+35,129
+59% +$2.27M 1.97% 31
2021
Q3 		$3.96M Sell
59,307
-2,899
-5% -$226K 1.3% 36
2021
Q2 		$5.22M Buy
+62,206
New +$5.35M 1.64% 35

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

Morgan Dempsey Capital Management's RIO Position: Q2 2026 in Review

Morgan Dempsey Capital Management increased its Rio Tinto (RIO) stake by 3.4% in Q2 2026, buying an estimated $179K and bringing the position to 53,677 shares worth $5.1M. The position accounts for 2.18% of the portfolio, ranked #27.

Morgan Dempsey Capital Management first reported a position in RIO in Q2 2021 and has held it in 21 quarters since. The position peaked at $8.92M in Q1 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Morgan Dempsey Capital Management held 53,677 shares of Rio Tinto worth $5.1M as of Q2 2026.
  • Morgan Dempsey Capital Management bought 1,769 Rio Tinto shares in Q2 2026, an estimated $179K.
  • Rio Tinto made up 2.18% of Morgan Dempsey Capital Management's portfolio in Q2 2026, its #27 holding.
  • Morgan Dempsey Capital Management first reported a position in Rio Tinto in Q2 2021 and has held it in 21 quarters since.
  • Morgan Dempsey Capital Management's Rio Tinto position peaked at $8.92M in Q1 2023.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Morgan Dempsey Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.