Philip James Wealth Mangement’s Rio Tinto RIO Stock Holding History

Philip James Wealth Mangement’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	$1.69M	Sell	18,096 -1,710	-9%	-$156K	0.19%	67
2025 Q4	$1.59M	Sell	19,806 -600	-3%	-$43.2K	0.18%	75
2025 Q3	$1.35M	Sell	20,406 -2,661	-12%	-$165K	0.16%	77
2025 Q2	$1.35M	Sell	23,067 -244	-1%	-$14.4K	0.17%	78
2025 Q1	$1.4M	Buy	23,311 +887	+4%	+$54.6K	0.17%	73
2024 Q4	$1.32M	Buy	22,424 +3,530	+19%	+$225K	0.17%	74
2024 Q3	$1.34M	Buy	+18,894	New	+$1.21M	0.17%	71

Other funds holding RIO

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Philip James Wealth Mangement's RIO Position: Q1 2026 in Review

Philip James Wealth Mangement reduced its Rio Tinto (RIO) stake by 8.6% in Q1 2026, selling an estimated $156K and leaving 18,096 shares worth $1.69M. The position accounts for 0.19% of the portfolio, ranked #67.

Philip James Wealth Mangement first reported a position in RIO in Q3 2024 and has held it in 7 quarters since. 932 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

Philip James Wealth Mangement held 18,096 shares of Rio Tinto worth $1.69M as of Q1 2026.
Philip James Wealth Mangement sold 1,710 Rio Tinto shares in Q1 2026, an estimated $156K.
Rio Tinto made up 0.19% of Philip James Wealth Mangement's portfolio in Q1 2026, its #67 holding.
Philip James Wealth Mangement first reported a position in Rio Tinto in Q3 2024 and has held it in 7 quarters since.
932 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Philip James Wealth Mangement's 13F filing for Q1 2026, filed 28 Apr 2026.