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Redwood Wealth Management Group’s Rio Tinto RIO Stock Holding History

Redwood Wealth Management Group’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 		– Sell
-9,326
Closed -$870K – 98
2026
Q1 		$870K Sell
9,326
-647
-6% -$59K 0.38% 59
2025
Q4 		$798K Buy
9,973
+300
+3% +$21.6K 0.33% 60
2025
Q3 		$639K Buy
9,673
+432
+5% +$26.7K 0.27% 75
2025
Q2 		$539K Buy
9,241
+512
+6% +$30.2K 0.24% 92
2025
Q1 		$524K Buy
8,729
+150
+2% +$9.23K 0.27% 85
2024
Q4 		$505K Sell
8,579
-261
-3% -$16.7K 0.25% 95
2024
Q3 		$629K Sell
8,840
-407
-4% -$26.1K 0.31% 71
2024
Q2 		$610K Buy
9,247
+783
+9% +$53.3K 0.46% 45
2024
Q1 		$540K Buy
8,464
+37
+0.4% +$2.48K 0.57% 50
2023
Q4 		$627K Sell
8,427
-66
-0.8% -$4.43K 0.7% 39
2023
Q3 		$541K Buy
8,493
+658
+8% +$42K 0.63% 46
2023
Q2 		$500K Buy
7,835
+197
+3% +$12.7K 0.55% 52
2023
Q1 		$524K Buy
7,638
+1,775
+30% +$129K 0.59% 52
2022
Q4 		$417K Buy
+5,863
New +$368K 0.52% 53

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
TAM
Todd Asset Management Louisville, Kentucky $5.63B AUM 45.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
CAI
Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
AA
ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
KCM
Kornitzer Capital Management Shawnee Mission, Kansas $4.79B AUM 30.56% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Redwood Wealth Management Group's RIO Position: Q2 2026 in Review

Redwood Wealth Management Group sold out of Rio Tinto (RIO) in Q2 2026, closing a stake of 9,326 shares — an estimated $870K sold.

Redwood Wealth Management Group first reported a position in RIO in Q4 2022 and held it in 14 quarters. The position peaked at $870K in Q1 2026. 491 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Redwood Wealth Management Group reported no remaining Rio Tinto position as of Q2 2026 after selling out during the quarter.
  • Redwood Wealth Management Group sold 9,326 Rio Tinto shares in Q2 2026, an estimated $870K.
  • Redwood Wealth Management Group first reported a position in Rio Tinto in Q4 2022 and held it in 14 quarters.
  • Redwood Wealth Management Group's Rio Tinto position peaked at $870K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Redwood Wealth Management Group's 13F filing for Q2 2026.