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Soltis Investment Advisors’s Rio Tinto RIO Stock Holding History

Soltis Investment Advisors’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 		$9.03M Sell
96,833
-54,292
-36% -$4.95M 0.57% 39
2025
Q4 		$12.1M Buy
151,125
+4,656
+3% +$335K 0.8% 18
2025
Q3 		$9.67M Buy
146,469
+5,923
+4% +$366K 0.67% 25
2025
Q2 		$8.2M Buy
140,546
+8,314
+6% +$491K 0.64% 31
2025
Q1 		$7.94M Buy
132,232
+11,522
+10% +$709K 0.71% 32
2024
Q4 		$7.1M Buy
120,710
+15,422
+15% +$985K 0.66% 33
2024
Q3 		$7.49M Buy
105,288
+3,112
+3% +$200K 0.73% 33
2024
Q2 		$6.74M Buy
102,176
+2,518
+3% +$171K 0.71% 34
2024
Q1 		$6.35M Sell
99,658
-101
-0.1% -$6.76K 0.71% 37
2023
Q4 		$7.43M Sell
99,759
-4,152
-4% -$279K 0.84% 22
2023
Q3 		$6.61M Buy
103,911
+4,964
+5% +$317K 0.85% 23
2023
Q2 		$6.32M Buy
98,947
+11,446
+13% +$736K 0.73% 27
2023
Q1 		$6M Buy
87,501
+9,603
+12% +$697K 0.76% 25
2022
Q4 		$5.55M Buy
77,898
+13,525
+21% +$850K 0.73% 27
2022
Q3 		$3.54M Buy
64,373
+30,744
+91% +$1.77M 0.53% 49
2022
Q2 		$2.05M Buy
33,629
+7,222
+27% +$518K 0.3% 81
2022
Q1 		$2.12M Buy
26,407
+5,991
+29% +$455K 0.3% 75
2021
Q4 		$1.37M Buy
20,416
+5,129
+34% +$332K 0.19% 113
2021
Q3 		$1.02M Buy
15,287
+1,605
+12% +$125K 0.16% 119
2021
Q2 		$1.15M Buy
13,682
+5,756
+73% +$495K 0.18% 106
2021
Q1 		$615K Buy
+7,926
New +$650K 0.11% 134

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Soltis Investment Advisors's RIO Position: Q1 2026 in Review

Soltis Investment Advisors reduced its Rio Tinto (RIO) stake by 36% in Q1 2026, selling an estimated $4.95M and leaving 96,833 shares worth $9.03M. The position accounts for 0.57% of the portfolio, ranked #39.

Soltis Investment Advisors first reported a position in RIO in Q1 2021 and has held it in 21 quarters since. The position peaked at $12.1M in Q4 2025. 935 funds tracked by Wall St. Rank hold RIO as of Q1 2026.

  • Soltis Investment Advisors held 96,833 shares of Rio Tinto worth $9.03M as of Q1 2026.
  • Soltis Investment Advisors sold 54,292 Rio Tinto shares in Q1 2026, an estimated $4.95M.
  • Rio Tinto made up 0.57% of Soltis Investment Advisors's portfolio in Q1 2026, its #39 holding.
  • Soltis Investment Advisors first reported a position in Rio Tinto in Q1 2021 and has held it in 21 quarters since.
  • Soltis Investment Advisors's Rio Tinto position peaked at $12.1M in Q4 2025.
  • 935 funds tracked by Wall St. Rank held Rio Tinto as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.