SWM
RIO icon

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
Q2 		$26.9K Sell
283
-9
-3% -$912 ﹤0.01% 709
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 $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

SHP Wealth Management's RIO Position: Q2 2026 in Review

SHP Wealth Management reduced its Rio Tinto (RIO) stake by 3.1% in Q2 2026, selling an estimated $912 and leaving 283 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #709.

SHP Wealth Management first reported a position in RIO in Q4 2025 and has held it in 3 quarters since. The position peaked at $27.2K in Q1 2026. 970 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • SHP Wealth Management held 283 shares of Rio Tinto worth $26.9K as of Q2 2026.
  • SHP Wealth Management sold 9 Rio Tinto shares in Q2 2026, an estimated $912.
  • Rio Tinto made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #709 holding.
  • SHP Wealth Management first reported a position in Rio Tinto in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Rio Tinto position peaked at $27.2K in Q1 2026.
  • 970 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.