Tortoise Investment Management’s Rio Tinto RIO Stock Holding History

Tortoise Investment 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
2025 Q4	–	Sell	-440	Closed	-$29K	–	1178
2025 Q3	$29K	Hold	440	–	–	﹤0.01%	463
2025 Q2	$25.7K	Hold	440	–	–	﹤0.01%	467
2025 Q1	$26.4K	Hold	440	–	–	﹤0.01%	456
2024 Q4	$25.9K	Sell	440 -11	-2%	-$703	﹤0.01%	513
2024 Q3	$32.1K	Buy	451 +11	+3%	+$707	﹤0.01%	487
2024 Q2	$29K	Hold	440	–	–	﹤0.01%	476
2024 Q1	$28K	Hold	440	–	–	﹤0.01%	466
2023 Q4	$32.8K	Hold	440	–	–	﹤0.01%	423
2023 Q3	$28K	Hold	440	–	–	﹤0.01%	422
2023 Q2	$28.1K	Hold	440	–	–	﹤0.01%	423
2023 Q1	$30.2K	Hold	440	–	–	﹤0.01%	401
2022 Q4	$31.3K	Hold	440	–	–	0.01%	387
2022 Q3	$24K	Hold	440	–	–	﹤0.01%	418
2022 Q2	$27K	Buy	+440	New	+$31.5K	0.01%	386

Other funds holding RIO

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

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 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

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 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

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Tortoise Investment Management's RIO Position: Q4 2025 in Review

Tortoise Investment Management sold out of Rio Tinto (RIO) in Q4 2025, closing a stake of 440 shares — an estimated $29K sold.

Tortoise Investment Management first reported a position in RIO in Q2 2022 and held it in 14 quarters. The position peaked at $32.8K in Q4 2023. 877 funds tracked by Wall St. Rank hold RIO as of Q4 2025.

Tortoise Investment Management reported no remaining Rio Tinto position as of Q4 2025 after selling out during the quarter.
Tortoise Investment Management sold 440 Rio Tinto shares in Q4 2025, an estimated $29K.
Tortoise Investment Management first reported a position in Rio Tinto in Q2 2022 and held it in 14 quarters.
Tortoise Investment Management's Rio Tinto position peaked at $32.8K in Q4 2023.
877 funds tracked by Wall St. Rank held Rio Tinto as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.