Orion Portfolio Solutions’s Rio Tinto RIO Stock Holding History

Orion Portfolio Solutions’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
2025 Q1	$2.71M	Sell	45,123 -2,469	-5%	-$152K	0.03%	573
2024 Q4	$2.8M	Buy	47,592 +3,261	+7%	+$208K	0.03%	541
2024 Q3	$3.16M	Sell	44,331 -392	-0.9%	-$25.2K	0.03%	479
2024 Q2	$2.95M	Sell	44,723 -321	-0.7%	-$21.8K	0.03%	482
2024 Q1	$2.87M	Sell	45,044 -2,253	-5%	-$151K	0.03%	501
2023 Q4	$3.45M	Buy	47,297 +8,380	+22%	+$562K	0.04%	401
2023 Q3	$2.48M	Buy	38,917 +2,400	+7%	+$153K	0.03%	521
2023 Q2	$2.33M	Buy	36,517 +5,841	+19%	+$376K	0.02%	584
2023 Q1	$2.1M	Buy	+30,676	New	+$2.23M	0.03%	570
2020 Q2	–	Sell	-3	Closed	–	–	2418
2020 Q1	$0	Sell	3 -21	-88%	-$1.08K	﹤0.01%	2237
2019 Q4	$1K	Buy	+24	New	+$1.3K	﹤0.01%	1718

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Orion Portfolio Solutions's RIO Position: Q1 2025 in Review

Orion Portfolio Solutions reduced its Rio Tinto (RIO) stake by 5.2% in Q1 2025, selling an estimated $152K and leaving 45,123 shares worth $2.71M. The position accounts for 0.03% of the portfolio, ranked #573.

Orion Portfolio Solutions first reported a position in RIO in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.45M in Q4 2023. 781 funds tracked by Wall St. Rank hold RIO as of Q1 2025.

Orion Portfolio Solutions held 45,123 shares of Rio Tinto worth $2.71M as of Q1 2025.
Orion Portfolio Solutions sold 2,469 Rio Tinto shares in Q1 2025, an estimated $152K.
Rio Tinto made up 0.03% of Orion Portfolio Solutions's portfolio in Q1 2025, its #573 holding.
Orion Portfolio Solutions first reported a position in Rio Tinto in Q4 2019 and has held it in 11 quarters since.
Orion Portfolio Solutions's Rio Tinto position peaked at $3.45M in Q4 2023.
781 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.