SWP
RIO icon

Sagespring Wealth Partners’s Rio Tinto RIO Stock Holding History

Sagespring 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
2026
Q2 		$788K Buy
8,297
+87
+1% +$8.82K 0.01% 411
2026
Q1 		$766K Buy
8,210
+939
+13% +$85.6K 0.01% 392
2025
Q4 		$582K Buy
7,271
+1,682
+30% +$121K 0.01% 433
2025
Q3 		$369K Buy
5,589
+1,852
+50% +$115K 0.01% 539
2025
Q2 		$218K Sell
3,737
-3,073
-45% -$181K ﹤0.01% 667
2025
Q1 		$409K Buy
6,810
+2,558
+60% +$157K 0.01% 434
2024
Q4 		$250K Buy
+4,252
New +$272K 0.01% 527

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 22.96% 1-Year Est. Return
MF
Milford Funds Auckland $6.14B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
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

Sagespring Wealth Partners's RIO Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Rio Tinto (RIO) stake by 1.1% in Q2 2026, buying an estimated $8.82K and bringing the position to 8,297 shares worth $788K. The position accounts for 0.01% of the portfolio, ranked #411.

Sagespring Wealth Partners first reported a position in RIO in Q4 2024 and has held it in 7 quarters since. 630 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Sagespring Wealth Partners held 8,297 shares of Rio Tinto worth $788K as of Q2 2026.
  • Sagespring Wealth Partners bought 87 Rio Tinto shares in Q2 2026, an estimated $8.82K.
  • Rio Tinto made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #411 holding.
  • Sagespring Wealth Partners first reported a position in Rio Tinto in Q4 2024 and has held it in 7 quarters since.
  • 630 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.