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	–	Sell	-100	Closed	-$9.58K	–	142
2026 Q1	$9.58K	Hold	100	–	–	﹤0.01%	123
2025 Q4	$8K	Hold	100	–	–	﹤0.01%	132
2025 Q3	$6.6K	Hold	100	–	–	﹤0.01%	147
2025 Q2	$5.83K	Hold	100	–	–	﹤0.01%	142
2025 Q1	$6.01K	Hold	100	–	–	﹤0.01%	128
2024 Q4	$5.88K	Hold	100	–	–	﹤0.01%	116
2024 Q3	$7.12K	Buy	+100	New	+$6.42K	﹤0.01%	117
2024 Q1	–	Sell	-100	Closed	-$7.45K	–	120
2023 Q4	$7.45K	Hold	100	–	–	﹤0.01%	105
2023 Q3	$6.36K	Hold	100	–	–	﹤0.01%	106
2023 Q2	$6.38K	Hold	100	–	–	﹤0.01%	110
2023 Q1	$6.86K	Hold	100	–	–	﹤0.01%	109
2022 Q4	$7.12K	Hold	100	–	–	﹤0.01%	133
2022 Q3	$6K	Hold	100	–	–	﹤0.01%	144
2022 Q2	$6K	Hold	100	–	–	﹤0.01%	99
2022 Q1	$8K	Hold	100	–	–	﹤0.01%	95
2021 Q4	$7K	Buy	+100	New	+$6.47K	﹤0.01%	98

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

TAM

Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Milford Funds Auckland $6.14B AUM

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

KCM

Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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. 491 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.
491 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.