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SHP Wealth Management’s Rio Tinto RIO Stock Holding History

SHP Wealth Management’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
Q1 		$27.2K Buy
292
+72
+33% +$6.56K ﹤0.01% 643
2025
Q4 		$17.6K Buy
+220
New +$15.8K ﹤0.01% 711

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SHP Wealth Management's RIO Position: Q1 2026 in Review

SHP Wealth Management increased its Rio Tinto (RIO) stake by 33% in Q1 2026, buying an estimated $6.56K and bringing the position to 292 shares worth $27.2K. The position accounts for ﹤0.01% of the portfolio, ranked #643.

SHP Wealth Management first reported a position in RIO in Q4 2025 and has held it in 2 quarters since. 938 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • SHP Wealth Management held 292 shares of Rio Tinto worth $27.2K as of Q1 2026.
  • SHP Wealth Management bought 72 Rio Tinto shares in Q1 2026, an estimated $6.56K.
  • Rio Tinto made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #643 holding.
  • SHP Wealth Management first reported a position in Rio Tinto in Q4 2025 and has held it in 2 quarters since.
  • 938 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.