MYIA
RIO icon

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
Q2 		$1.37M Sell
14,383
-2,482
-15% -$252K 0.03% 509
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
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

Mount Yale Investment Advisors's RIO Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Rio Tinto (RIO) stake by 15% in Q2 2026, selling an estimated $252K and leaving 14,383 shares worth $1.37M. The position accounts for 0.03% of the portfolio, ranked #509.

Mount Yale Investment Advisors first reported a position in RIO in Q1 2018 and has held it in 18 quarters since. The position peaked at $1.59M in Q1 2026. 969 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Mount Yale Investment Advisors held 14,383 shares of Rio Tinto worth $1.37M as of Q2 2026.
  • Mount Yale Investment Advisors sold 2,482 Rio Tinto shares in Q2 2026, an estimated $252K.
  • Rio Tinto made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #509 holding.
  • Mount Yale Investment Advisors first reported a position in Rio Tinto in Q1 2018 and has held it in 18 quarters since.
  • Mount Yale Investment Advisors's Rio Tinto position peaked at $1.59M in Q1 2026.
  • 969 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.