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Net Worth Advisory Group’s Rio Tinto RIO Stock Holding History

Net Worth Advisory Group’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 		$1.06M Buy
11,159
+152
+1% +$15.4K 0.27% 76
2026
Q1 		$1.03M Sell
11,007
-424
-4% -$38.7K 0.21% 91
2025
Q4 		$915K Buy
11,431
+960
+9% +$69.1K 0.19% 99
2025
Q3 		$691K Sell
10,471
-215
-2% -$13.3K 0.2% 105
2025
Q2 		$623K Buy
10,686
+542
+5% +$32K 0.14% 161
2025
Q1 		$609K Sell
10,144
-89
-0.9% -$5.48K 0.19% 125
2024
Q4 		$602K Sell
10,233
-1,296
-11% -$82.8K 0.18% 135
2024
Q3 		$821K Buy
+11,529
New +$741K 0.24% 78

Other funds holding RIO

CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Net Worth Advisory Group's RIO Position: Q2 2026 in Review

Net Worth Advisory Group increased its Rio Tinto (RIO) stake by 1.4% in Q2 2026, buying an estimated $15.4K and bringing the position to 11,159 shares worth $1.06M. The position accounts for 0.27% of the portfolio, ranked #76.

Net Worth Advisory Group first reported a position in RIO in Q3 2024 and has held it in 8 quarters since. 151 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Net Worth Advisory Group held 11,159 shares of Rio Tinto worth $1.06M as of Q2 2026.
  • Net Worth Advisory Group bought 152 Rio Tinto shares in Q2 2026, an estimated $15.4K.
  • Rio Tinto made up 0.27% of Net Worth Advisory Group's portfolio in Q2 2026, its #76 holding.
  • Net Worth Advisory Group first reported a position in Rio Tinto in Q3 2024 and has held it in 8 quarters since.
  • 151 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.