Ovata Capital Management’s Rio Tinto RIO Stock Holding History

Ovata Capital Management’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 Q1	–	Sell	-100,371	Closed	-$8.09M	–	52
2025 Q4	$8.09M	Sell	100,371 -40,400	-29%	-$2.91M	0.98%	22
2025 Q3	$9.28M	Buy	140,771 +8,300	+6%	+$513K	1.86%	15
2025 Q2	$7.75M	Buy	132,471 +34,300	+35%	+$2.03M	1.68%	17
2025 Q1	$5.88M	Sell	98,171 -11,850	-11%	-$730K	2.23%	13
2024 Q4	$6.49M	Buy	110,021 +7,900	+8%	+$505K	2.48%	12
2024 Q3	$7.57M	Sell	102,121 -4,109	-4%	-$264K	3.21%	12
2024 Q2	$6.99M	Buy	106,230 +16,061	+18%	+$1.09M	3.8%	10
2024 Q1	$5.7M	Buy	90,169 +7,169	+9%	+$480K	2.96%	11
2023 Q4	$5.88M	Buy	+83,000	New	+$5.57M	10.95%	4

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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ovata Capital Management's RIO Position: Q1 2026 in Review

Ovata Capital Management sold out of Rio Tinto (RIO) in Q1 2026, closing a stake of 100,371 shares — an estimated $8.09M sold.

Ovata Capital Management first reported a position in RIO in Q4 2023 and held it in 9 quarters. The position peaked at $9.28M in Q3 2025. 939 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Ovata Capital Management reported no remaining Rio Tinto position as of Q1 2026 after selling out during the quarter.
Ovata Capital Management sold 100,371 Rio Tinto shares in Q1 2026, an estimated $8.09M.
Ovata Capital Management first reported a position in Rio Tinto in Q4 2023 and held it in 9 quarters.
Ovata Capital Management's Rio Tinto position peaked at $9.28M in Q3 2025.
939 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Ovata Capital Management's 13F filing for Q1 2026, filed 13 May 2026.