Thrive Wealth Management
RIO icon

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
Q3 		$263K Buy
2,796
+29
+1% +$2.82K 0.03% 216
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

Oak Harvest Investment Services
Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return
Bell Bank
Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return
Kapitalo Investimentos
Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Addenda Capital
Addenda Capital Montreal, Quebec, Canada $3.78B AUM 23.53% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Thrive Wealth Management's RIO Position: Q3 2026 in Review

Thrive Wealth Management increased its Rio Tinto (RIO) stake by 1% in Q3 2026, buying an estimated $2.82K and bringing the position to 2,796 shares worth $263K. The position accounts for 0.03% of the portfolio, ranked #216.

Thrive Wealth Management first reported a position in RIO in Q4 2021 and has held it in 15 quarters since. The position peaked at $431K in Q4 2023. 247 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

  • Thrive Wealth Management held 2,796 shares of Rio Tinto worth $263K as of Q3 2026.
  • Thrive Wealth Management bought 29 Rio Tinto shares in Q3 2026, an estimated $2.82K.
  • Rio Tinto made up 0.03% of Thrive Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Thrive Wealth Management first reported a position in Rio Tinto in Q4 2021 and has held it in 15 quarters since.
  • Thrive Wealth Management's Rio Tinto position peaked at $431K in Q4 2023.
  • 247 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Thrive Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.