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Naviter Wealth’s Rio Tinto RIO Stock Holding History

Naviter Wealth’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 		$2.39M Buy
25,169
+3,811
+18% +$386K 0.22% 107
2026
Q1 		$2.05M Buy
21,358
+845
+4% +$77K 0.26% 94
2025
Q4 		$1.64M Sell
20,513
-2,060
-9% -$148K 0.21% 112
2025
Q3 		$1.49M Buy
22,573
+728
+3% +$45K 0.17% 138
2025
Q2 		$1.27M Buy
21,845
+245
+1% +$14.5K 0.16% 148
2025
Q1 		$1.37M Sell
21,600
-313
-1% -$19.3K 0.17% 151
2024
Q4 		$1.29M Sell
21,913
-1,913
-8% -$122K 0.16% 153
2024
Q3 		$1.7M Sell
23,826
-2,889
-11% -$186K 0.24% 122
2024
Q2 		$1.76M Buy
26,715
+2,122
+9% +$144K 0.26% 111
2024
Q1 		$1.63M Buy
24,593
+3,134
+15% +$210K 0.27% 108
2023
Q4 		$1.6M Buy
21,459
+4,719
+28% +$317K 0.32% 85
2023
Q3 		$1.07M Buy
16,740
+2,538
+18% +$162K 0.26% 92
2023
Q2 		$907K Buy
14,202
+1,994
+16% +$128K 0.23% 113
2023
Q1 		$869K Sell
12,208
-591
-5% -$42.9K 0.3% 95
2022
Q4 		$1.01M Buy
12,799
+620
+5% +$38.9K 0.28% 88
2022
Q3 		$671K Buy
12,179
+2,469
+25% +$142K 0.27% 88
2022
Q2 		$592K Buy
+9,710
New +$696K 0.24% 104

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

Naviter Wealth's RIO Position: Q2 2026 in Review

Naviter Wealth increased its Rio Tinto (RIO) stake by 18% in Q2 2026, buying an estimated $386K and bringing the position to 25,169 shares worth $2.39M. The position accounts for 0.22% of the portfolio, ranked #107.

Naviter Wealth first reported a position in RIO in Q2 2022 and has held it in 17 quarters since. 968 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Naviter Wealth held 25,169 shares of Rio Tinto worth $2.39M as of Q2 2026.
  • Naviter Wealth bought 3,811 Rio Tinto shares in Q2 2026, an estimated $386K.
  • Rio Tinto made up 0.22% of Naviter Wealth's portfolio in Q2 2026, its #107 holding.
  • Naviter Wealth first reported a position in Rio Tinto in Q2 2022 and has held it in 17 quarters since.
  • 968 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.