Sterling Investment Advisors (Pennsylvania)’s Rio Tinto RIO Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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	$258K	Buy	2,720 +127	+5%	+$12.9K	0.04%	198
2026 Q1	$242K	Buy	2,593 +60	+2%	+$5.47K	0.04%	187
2025 Q4	$203K	Buy	+2,533	New	+$182K	0.04%	204
2024 Q4	–	Sell	-3,145	Closed	-$224K	–	170
2024 Q3	$224K	Sell	3,145 -2,590	-45%	-$166K	0.06%	142
2024 Q2	$378K	Sell	5,735 -84	-1%	-$5.72K	0.1%	109
2024 Q1	$371K	Sell	5,819 -400	-6%	-$26.8K	0.1%	111
2023 Q4	$463K	Hold	6,219	–	–	0.14%	100
2023 Q3	$396K	Buy	6,219 +12	+0.2%	+$765	0.14%	102
2023 Q2	$396K	Sell	6,207 -93	-1%	-$5.98K	0.13%	102
2023 Q1	$432K	Hold	6,300	–	–	0.15%	99
2022 Q4	$449K	Buy	6,300 +615	+11%	+$38.6K	0.16%	104
2022 Q3	$313K	Buy	5,685 +2,785	+96%	+$160K	0.12%	114
2022 Q2	$177K	Buy	2,900 +1,250	+76%	+$89.6K	0.06%	140
2022 Q1	$133K	Buy	1,650 +950	+136%	+$72.1K	0.04%	169
2021 Q4	$47K	Hold	700	–	–	0.01%	262
2021 Q3	$47K	Hold	700	–	–	0.01%	257
2021 Q2	$59K	Hold	700	–	–	0.02%	241
2021 Q1	$54K	Hold	700	–	–	0.02%	231
2020 Q4	$53K	Hold	700	–	–	0.02%	219
2020 Q3	$42K	Hold	700	–	–	0.02%	227
2020 Q2	$39K	Hold	700	–	–	0.02%	235
2020 Q1	$31K	Hold	700	–	–	0.02%	228
2019 Q4	$41K	Hold	700	–	–	0.02%	229
2019 Q3	$36K	Hold	700	–	–	0.02%	241
2019 Q2	$44K	Hold	700	–	–	0.02%	220
2019 Q1	$41K	Hold	700	–	–	0.02%	227
2018 Q4	$33K	Hold	700	–	–	0.02%	236
2018 Q3	$36K	Hold	700	–	–	0.02%	256
2018 Q2	$38K	Hold	700	–	–	0.02%	232
2018 Q1	$36K	Hold	700	–	–	0.02%	233
2017 Q4	$37K	Hold	700	–	–	0.02%	215
2017 Q3	$33K	Hold	700	–	–	0.02%	217
2017 Q2	$30K	Buy	+700	New	+$28.1K	0.02%	220

Other funds holding RIO

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s RIO Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its Rio Tinto (RIO) stake by 4.9% in Q2 2026, buying an estimated $12.9K and bringing the position to 2,720 shares worth $258K. The position accounts for 0.04% of the portfolio, ranked #198.

Sterling Investment Advisors (Pennsylvania) first reported a position in RIO in Q2 2017 and has held it in 33 quarters since. The position peaked at $463K in Q4 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Sterling Investment Advisors (Pennsylvania) held 2,720 shares of Rio Tinto worth $258K as of Q2 2026.
Sterling Investment Advisors (Pennsylvania) bought 127 Rio Tinto shares in Q2 2026, an estimated $12.9K.
Rio Tinto made up 0.04% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #198 holding.
Sterling Investment Advisors (Pennsylvania) first reported a position in Rio Tinto in Q2 2017 and has held it in 33 quarters since.
Sterling Investment Advisors (Pennsylvania)'s Rio Tinto position peaked at $463K in Q4 2023.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.