TWD
RIO icon

True Wealth Design’s Rio Tinto RIO Stock Holding History

True Wealth Design’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 		$43.7K Sell
460
-155
-25% -$15.7K 0.01% 548
2026
Q1 		$57.4K Buy
615
+429
+231% +$39.1K 0.02% 363
2025
Q4 		$14.9K Buy
186
+12
+7% +$864 ﹤0.01% 715
2025
Q3 		$11.5K Buy
174
+127
+270% +$7.85K ﹤0.01% 787
2025
Q2 		$2.74K Sell
47
-15
-24% -$886 ﹤0.01% 1045
2025
Q1 		$3.73K Buy
62
+12
+24% +$739 ﹤0.01% 780
2024
Q4 		$2.94K Sell
50
-60
-55% -$3.83K ﹤0.01% 649
2024
Q3 		$7.83K Sell
110
-12,047
-99% -$774K ﹤0.01% 466
2024
Q2 		$802K Sell
12,157
-145
-1% -$9.87K 0.2% 78
2024
Q1 		$784K Buy
12,302
+28
+0.2% +$1.88K 0.2% 92
2023
Q4 		$914K Buy
12,274
+12,240
+36,000% +$821K 0.26% 38
2023
Q3 		$2.16K Hold
34
– – ﹤0.01% 260
2023
Q2 		$2.17K Hold
34
– – ﹤0.01% 272
2023
Q1 		$2.33K Buy
34
+1
+3% +$73 ﹤0.01% 328
2022
Q4 		$2.35K Buy
+33
New +$2.07K ﹤0.01% 289

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

True Wealth Design's RIO Position: Q2 2026 in Review

True Wealth Design reduced its Rio Tinto (RIO) stake by 25% in Q2 2026, selling an estimated $15.7K and leaving 460 shares worth $43.7K. The position accounts for 0.01% of the portfolio, ranked #548.

True Wealth Design first reported a position in RIO in Q4 2022 and has held it in 15 quarters since. The position peaked at $914K in Q4 2023. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • True Wealth Design held 460 shares of Rio Tinto worth $43.7K as of Q2 2026.
  • True Wealth Design sold 155 Rio Tinto shares in Q2 2026, an estimated $15.7K.
  • Rio Tinto made up 0.01% of True Wealth Design's portfolio in Q2 2026, its #548 holding.
  • True Wealth Design first reported a position in Rio Tinto in Q4 2022 and has held it in 15 quarters since.
  • True Wealth Design's Rio Tinto position peaked at $914K in Q4 2023.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.