Ridgewood Investments’s Rio Tinto RIO Stock Holding History

Ridgewood Investments’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
2025 Q3	–	Sell	-853	Closed	-$49.7K	–	573
2025 Q2	$49.7K	Buy	853 +1	+0.1%	+$59	0.02%	332
2025 Q1	$51.2K	Sell	852 -1	-0.1%	-$62	0.02%	314
2024 Q4	$50.1K	Sell	853 -86	-9%	-$5.49K	0.02%	309
2024 Q3	$66.8K	Sell	939 -141	-13%	-$9.06K	0.03%	272
2024 Q2	$71.2K	Buy	+1,080	New	+$73.5K	0.04%	271
2023 Q3	–	Sell	-959	Closed	-$61.2K	–	617
2023 Q2	$61.2K	Buy	959 +4	+0.4%	+$257	0.03%	300
2023 Q1	$65.5K	Buy	+955	New	+$69.3K	0.04%	299

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

JAG

Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ridgewood Investments's RIO Position: Q3 2025 in Review

Ridgewood Investments sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 853 shares — an estimated $49.7K sold.

Ridgewood Investments first reported a position in RIO in Q1 2023 and held it in 7 quarters. The position peaked at $71.2K in Q2 2024. 766 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

Ridgewood Investments reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
Ridgewood Investments sold 853 Rio Tinto shares in Q3 2025, an estimated $49.7K.
Ridgewood Investments first reported a position in Rio Tinto in Q1 2023 and held it in 7 quarters.
Ridgewood Investments's Rio Tinto position peaked at $71.2K in Q2 2024.
766 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.