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Physician Wealth Advisors’s Rio Tinto RIO Stock Holding History

Physician 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 		$5.51K Sell
58
-15
-21% -$1.52K ﹤0.01% 1048
2026
Q1 		$6.81K Hold
73
– – ﹤0.01% 910
2025
Q4 		$5.84K Buy
73
+14
+24% +$1.01K ﹤0.01% 932
2025
Q3 		$3.9K Buy
59
+40
+211% +$2.47K ﹤0.01% 992
2025
Q2 		$1.11K Sell
19
-45
-70% -$2.66K ﹤0.01% 1341
2025
Q1 		$3.85K Sell
64
-166
-72% -$10.2K ﹤0.01% 777
2024
Q4 		$13.5K Buy
+230
New +$14.7K ﹤0.01% 584

Other funds holding RIO

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
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
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
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

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

Physician Wealth Advisors reduced its Rio Tinto (RIO) stake by 21% in Q2 2026, selling an estimated $1.52K and leaving 58 shares worth $5.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

Physician Wealth Advisors first reported a position in RIO in Q4 2024 and has held it in 7 quarters since. The position peaked at $13.5K in Q4 2024. 217 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Physician Wealth Advisors held 58 shares of Rio Tinto worth $5.51K as of Q2 2026.
  • Physician Wealth Advisors sold 15 Rio Tinto shares in Q2 2026, an estimated $1.52K.
  • Rio Tinto made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1048 holding.
  • Physician Wealth Advisors first reported a position in Rio Tinto in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Rio Tinto position peaked at $13.5K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.