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Ulland Investment Advisors’s Rio Tinto RIO Stock Holding History

Ulland Investment Advisors’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
Q2 		– Sell
-1,400
Closed -$84K – 228
2025
Q1 		$84K Hold
1,400
– – 0.07% 91
2024
Q4 		$82K Sell
1,400
-700
-33% -$44.7K 0.05% 92
2024
Q3 		$149K Hold
2,100
– – 0.11% 67
2024
Q2 		$138K Hold
2,100
– – 0.1% 73
2024
Q1 		$134K Hold
2,100
– – 0.11% 75
2023
Q4 		$156K Hold
2,100
– – 0.16% 60
2023
Q3 		$134K Buy
+2,100
New +$134K 0.15% 62

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ulland Investment Advisors's RIO Position: Q2 2025 in Review

Ulland Investment Advisors sold out of Rio Tinto (RIO) in Q2 2025, closing a stake of 1,400 shares — an estimated $84K sold.

Ulland Investment Advisors first reported a position in RIO in Q3 2023 and held it in 7 quarters. The position peaked at $156K in Q4 2023. 743 funds tracked by Wall St. Rank hold RIO as of Q2 2025.

  • Ulland Investment Advisors reported no remaining Rio Tinto position as of Q2 2025 after selling out during the quarter.
  • Ulland Investment Advisors sold 1,400 Rio Tinto shares in Q2 2025, an estimated $84K.
  • Ulland Investment Advisors first reported a position in Rio Tinto in Q3 2023 and held it in 7 quarters.
  • Ulland Investment Advisors's Rio Tinto position peaked at $156K in Q4 2023.
  • 743 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2025.

Based on Ulland Investment Advisors's 13F filing for Q2 2025, filed 24 Jul 2025.