SWP
RIO icon

Strategic Wealth Partners’s Rio Tinto RIO Stock Holding History

Strategic 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 		$35.9K Buy
379
+38
+11% +$3.85K ﹤0.01% 604
2026
Q1 		$31.8K Hold
341
– – ﹤0.01% 605
2025
Q4 		$27.3K Buy
341
+220
+182% +$15.8K ﹤0.01% 633
2025
Q3 		$7.97K Sell
121
-2,950
-96% -$182K ﹤0.01% 940
2025
Q2 		$179K Buy
+3,071
New +$181K 0.01% 327
2024
Q4 		$228K Sell
3,602
-4,930
-58% -$315K 0.02% 292
2024
Q3 		$607K Sell
8,532
-3,509
-29% -$225K 0.06% 183
2024
Q2 		$794K Buy
+12,041
New +$819K 0.08% 155
2021
Q4 		– Sell
-9,598
Closed -$641K – 298
2021
Q3 		$641K Buy
+9,598
New +$749K 0.19% 146
2019
Q2 		– Sell
-79
Closed -$5K – 804
2019
Q1 		$5K Buy
+79
New +$4.34K ﹤0.01% 636

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

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

Strategic Wealth Partners increased its Rio Tinto (RIO) stake by 11% in Q2 2026, buying an estimated $3.85K and bringing the position to 379 shares worth $35.9K. The position accounts for ﹤0.01% of the portfolio, ranked #604.

Strategic Wealth Partners first reported a position in RIO in Q1 2019 and has held it in 10 quarters since. The position peaked at $794K in Q2 2024. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Strategic Wealth Partners held 379 shares of Rio Tinto worth $35.9K as of Q2 2026.
  • Strategic Wealth Partners bought 38 Rio Tinto shares in Q2 2026, an estimated $3.85K.
  • Rio Tinto made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #604 holding.
  • Strategic Wealth Partners first reported a position in Rio Tinto in Q1 2019 and has held it in 10 quarters since.
  • Strategic Wealth Partners's Rio Tinto position peaked at $794K in Q2 2024.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.