Retirement Wealth Solutions
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Retirement Wealth Solutions’s Rio Tinto RIO Stock Holding History

Retirement Wealth Solutions’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
Q3 		$12.7K Sell
135
-17
-11% -$1.65K 0.01% 237
2026
Q2 		$14.4K Buy
152
+19
+14% +$1.93K 0.01% 192
2026
Q1 		$12.4K Buy
133
+20
+18% +$1.82K 0.01% 189
2025
Q4 		$9.04K Buy
113
+94
+495% +$6.77K 0.01% 233
2025
Q3 		$1.25K Sell
19
-124
-87% -$7.67K ﹤0.01% 522
2025
Q2 		$8.34K Sell
143
-34
-19% -$2.01K 0.01% 253
2025
Q1 		$10.6K Hold
177
– – 0.01% 217
2024
Q4 		$10.4K Buy
+177
New +$11.3K 0.01% 224

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Retirement Wealth Solutions's RIO Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Rio Tinto (RIO) stake by 11% in Q3 2026, selling an estimated $1.65K and leaving 135 shares worth $12.7K. The position accounts for 0.01% of the portfolio, ranked #237.

Retirement Wealth Solutions first reported a position in RIO in Q4 2024 and has held it in 8 quarters since. The position peaked at $14.4K in Q2 2026. 636 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Retirement Wealth Solutions held 135 shares of Rio Tinto worth $12.7K as of Q3 2026.
  • Retirement Wealth Solutions sold 17 Rio Tinto shares in Q3 2026, an estimated $1.65K.
  • Rio Tinto made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #237 holding.
  • Retirement Wealth Solutions first reported a position in Rio Tinto in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's Rio Tinto position peaked at $14.4K in Q2 2026.
  • 636 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.