Plan A Wealth’s Rio Tinto RIO Stock Holding History

Plan A Wealth’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	$245K	Sell	2,586 -12	-0.5%	-$1.22K	0.1%	155
2026 Q1	$242K	Sell	2,598 -324	-11%	-$29.5K	0.12%	140
2025 Q4	$234K	Buy	+2,922	New	+$210K	0.11%	143

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

Plan A Wealth's RIO Position: Q2 2026 in Review

Plan A Wealth reduced its Rio Tinto (RIO) stake by 0.46% in Q2 2026, selling an estimated $1.22K and leaving 2,586 shares worth $245K. The position accounts for 0.1% of the portfolio, ranked #155.

Plan A Wealth first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Plan A Wealth held 2,586 shares of Rio Tinto worth $245K as of Q2 2026.
Plan A Wealth sold 12 Rio Tinto shares in Q2 2026, an estimated $1.22K.
Rio Tinto made up 0.1% of Plan A Wealth's portfolio in Q2 2026, its #155 holding.
Plan A Wealth first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

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