Mount Yale Investment Advisors’s Rio Tinto RIO Stock Holding History

Mount Yale Investment Advisors’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	$1.59M	Buy	16,865 +11,628	+222%	+$1.06M	0.04%	421
2025 Q4	$419K	Sell	5,237 -6,372	-55%	-$459K	0.02%	504
2025 Q3	$766K	Buy	11,609 +673	+6%	+$41.6K	0.05%	332
2025 Q2	$638K	Buy	10,936 +278	+3%	+$16.4K	0.05%	293
2025 Q1	$640K	Buy	10,658 +467	+5%	+$28.7K	0.05%	276
2024 Q4	$599K	Buy	10,191 +200	+2%	+$12.8K	0.05%	310
2024 Q3	$711K	Sell	9,991 -60	-0.6%	-$3.85K	0.07%	267
2024 Q2	$663K	Buy	10,051 +2,536	+34%	+$173K	0.05%	288
2024 Q1	$479K	Buy	+7,515	New	+$503K	0.04%	356
2021 Q3	–	Sell	-12,296	Closed	-$1.03M	–	487
2021 Q2	$1.03M	Buy	12,296 +84	+0.7%	+$7.22K	0.12%	172
2021 Q1	$948K	Sell	12,212 -1,720	-12%	-$141K	0.12%	176
2020 Q4	$1.05M	Buy	13,932 +2,578	+23%	+$169K	0.15%	161
2020 Q3	$686K	Buy	+11,354	New	+$696K	0.1%	201
2019 Q3	–	Sell	-11,940	Closed	-$616K	–	331
2019 Q2	$616K	Buy	+11,940	New	+$715K	0.11%	150
2018 Q4	–	Sell	-1,849	Closed	-$97K	–	675
2018 Q3	$97K	Sell	1,849 -11,440	-86%	-$583K	0.02%	453
2018 Q2	$737K	Buy	13,289 +12,924	+3,541%	+$724K	0.14%	134
2018 Q1	$19K	Buy	+365	New	+$19.9K	﹤0.01%	783

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 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

Mount Yale Investment Advisors's RIO Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Rio Tinto (RIO) stake by 222% in Q1 2026, buying an estimated $1.06M and bringing the position to 16,865 shares worth $1.59M. The position accounts for 0.04% of the portfolio, ranked #421.

Mount Yale Investment Advisors first reported a position in RIO in Q1 2018 and has held it in 17 quarters since. 938 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Mount Yale Investment Advisors held 16,865 shares of Rio Tinto worth $1.59M as of Q1 2026.
Mount Yale Investment Advisors bought 11,628 Rio Tinto shares in Q1 2026, an estimated $1.06M.
Rio Tinto made up 0.04% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #421 holding.
Mount Yale Investment Advisors first reported a position in Rio Tinto in Q1 2018 and has held it in 17 quarters since.
938 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.