Thrive Wealth Management’s Rio Tinto RIO Stock Holding History

Thrive 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	$263K	Sell	2,767 -2	-0.1%	-$203	0.03%	213
2026 Q1	$258K	Sell	2,769 -756	-21%	-$68.9K	0.04%	196
2025 Q4	$282K	Buy	3,525 +336	+11%	+$24.2K	0.04%	187
2025 Q3	$211K	Buy	+3,189	New	+$197K	0.03%	224
2024 Q4	–	Sell	-3,628	Closed	-$258K	–	222
2024 Q3	$258K	Sell	3,628 -57	-2%	-$3.66K	0.05%	181
2024 Q2	$243K	Sell	3,685 -1,072	-23%	-$73K	0.05%	186
2024 Q1	$303K	Sell	4,757 -1,029	-18%	-$68.9K	0.06%	156
2023 Q4	$431K	Buy	5,786 +81	+1%	+$5.43K	0.1%	115
2023 Q3	$363K	Buy	5,705 +254	+5%	+$16.2K	0.1%	113
2023 Q2	$348K	Buy	5,451 +401	+8%	+$25.8K	0.09%	121
2023 Q1	$346K	Buy	5,050 +376	+8%	+$27.3K	0.09%	125
2022 Q4	$333K	Buy	+4,674	New	+$294K	0.1%	126
2022 Q2	–	Sell	-2,760	Closed	-$222K	–	157
2022 Q1	$222K	Sell	2,760 -481	-15%	-$36.5K	0.07%	144
2021 Q4	$217K	Buy	+3,241	New	+$210K	0.07%	135

Other funds holding RIO

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

Thrive Wealth Management reduced its Rio Tinto (RIO) stake by 0.07% in Q2 2026, selling an estimated $203 and leaving 2,767 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #213.

Thrive Wealth Management first reported a position in RIO in Q4 2021 and has held it in 14 quarters since. The position peaked at $431K in Q4 2023. 151 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Thrive Wealth Management held 2,767 shares of Rio Tinto worth $263K as of Q2 2026.
Thrive Wealth Management sold 2 Rio Tinto shares in Q2 2026, an estimated $203.
Rio Tinto made up 0.03% of Thrive Wealth Management's portfolio in Q2 2026, its #213 holding.
Thrive Wealth Management first reported a position in Rio Tinto in Q4 2021 and has held it in 14 quarters since.
Thrive Wealth Management's Rio Tinto position peaked at $431K in Q4 2023.
151 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Thrive Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.