Octavia Wealth Advisors’s Rio Tinto RIO Stock Holding History

Octavia Wealth 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	$742K	Sell	7,818 -699	-8%	-$70.9K	0.06%	92
2026 Q1	$816K	Buy	8,517 +186	+2%	+$17K	0.08%	86
2025 Q4	$667K	Buy	8,331 +2,153	+35%	+$155K	0.06%	111
2025 Q3	$408K	Buy	6,178 +1,754	+40%	+$108K	0.04%	156
2025 Q2	$258K	Sell	4,424 -386	-8%	-$22.8K	0.03%	187
2025 Q1	$300K	Hold	4,810	–	–	0.04%	166
2024 Q4	$283K	Buy	+4,810	New	+$307K	0.03%	175

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Octavia Wealth Advisors's RIO Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its Rio Tinto (RIO) stake by 8.2% in Q2 2026, selling an estimated $70.9K and leaving 7,818 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #92.

Octavia Wealth Advisors first reported a position in RIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $816K in Q1 2026. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Octavia Wealth Advisors held 7,818 shares of Rio Tinto worth $742K as of Q2 2026.
Octavia Wealth Advisors sold 699 Rio Tinto shares in Q2 2026, an estimated $70.9K.
Rio Tinto made up 0.06% of Octavia Wealth Advisors's portfolio in Q2 2026, its #92 holding.
Octavia Wealth Advisors first reported a position in Rio Tinto in Q4 2024 and has held it in 7 quarters since.
Octavia Wealth Advisors's Rio Tinto position peaked at $816K in Q1 2026.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.