RWA Wealth Partners’s Rio Tinto RIO Stock Holding History

RWA Wealth Partners’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 Q2	–	Sell	-57,389	Closed	-$3.45M	–	610
2025 Q1	$3.45M	Buy	57,389 +7,963	+16%	+$490K	0.04%	188
2024 Q4	$2.91M	Sell	49,426 -409	-0.8%	-$26.1K	0.04%	210
2024 Q3	$3.55M	Buy	49,835 +961	+2%	+$61.7K	0.04%	194
2024 Q2	$3.22M	Buy	48,874 +2,888	+6%	+$197K	0.04%	188
2024 Q1	$2.93M	Buy	45,986 +1,253	+3%	+$83.9K	0.04%	197
2023 Q4	$3.33M	Buy	+44,733	New	+$3M	0.05%	170
2018 Q3	–	Sell	-200	Closed	-$11K	–	596
2018 Q2	$11K	Buy	+200	New	+$11.2K	﹤0.01%	608
2017 Q4	–	Sell	-4,376	Closed	-$207K	–	251
2017 Q3	$207K	Buy	+4,376	New	+$203K	0.02%	227

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JAG

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

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

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

RWA Wealth Partners's RIO Position: Q2 2025 in Review

RWA Wealth Partners sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 57,389 shares — an estimated $3.45M sold.

RWA Wealth Partners first reported a position in RIO in Q3 2017 and held it in 8 quarters. The position peaked at $3.55M in Q3 2024. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

RWA Wealth Partners reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
RWA Wealth Partners sold 57,389 Rio Tinto shares in Q2 2025, an estimated $3.45M.
RWA Wealth Partners first reported a position in Rio Tinto in Q3 2017 and held it in 8 quarters.
RWA Wealth Partners's Rio Tinto position peaked at $3.55M in Q3 2024.
743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on RWA Wealth Partners's 13F filing for Q2 2025, filed 6 Aug 2025.