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Oak Harvest Investment Services’s Rio Tinto RIO Stock Holding History

Oak Harvest Investment Services’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 		$18.8M Buy
198,264
+710
+0.4% +$72K 1.76% 11
2026
Q1 		$18.4M Buy
197,554
+7,496
+4% +$683K 1.92% 8
2025
Q4 		$15.2M Buy
+190,058
New +$13.7M 1.66% 11

Other funds holding RIO

CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
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
CFM
Capricorn Fund Managers London, United Kingdom $1.27B AUM 70.17% 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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

Oak Harvest Investment Services's RIO Position: Q2 2026 in Review

Oak Harvest Investment Services increased its Rio Tinto (RIO) stake by 0.36% in Q2 2026, buying an estimated $72K and bringing the position to 198,264 shares worth $18.8M. The position accounts for 1.76% of the portfolio, ranked #11.

Oak Harvest Investment Services first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. 292 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Oak Harvest Investment Services held 198,264 shares of Rio Tinto worth $18.8M as of Q2 2026.
  • Oak Harvest Investment Services bought 710 Rio Tinto shares in Q2 2026, an estimated $72K.
  • Rio Tinto made up 1.76% of Oak Harvest Investment Services's portfolio in Q2 2026, its #11 holding.
  • Oak Harvest Investment Services first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
  • 292 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.