Valeo Financial Advisors’s Riot Platforms RIOT Stock Holding History

Valeo Financial Advisors’s Portfolio RIOT Stock Details RIOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$318K	Sell	11,611 -6,338	-35%	-$143K	0.01%	609
2026 Q1	$222K	Hold	17,949	–	–	0.01%	658
2025 Q4	$227K	Buy	17,949 +100	+0.6%	+$1.71K	0.01%	716
2025 Q3	$340K	Buy	17,849 +140	+0.8%	+$1.94K	0.01%	570
2025 Q2	$200K	Sell	17,709 -11,448	-39%	-$97.3K	﹤0.01%	714
2025 Q1	$208K	Buy	+29,157	New	+$302K	0.01%	634
2021 Q2	–	Sell	-1,938	Closed	-$103K	–	1529
2021 Q1	$103K	Buy	1,938 +428	+28%	+$17.3K	﹤0.01%	612
2020 Q4	$26K	Buy	+1,510	New	+$10K	﹤0.01%	962

Other funds holding RIOT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Situational Awareness San Francisco, California $20.2B AUM 612.59% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valeo Financial Advisors's RIOT Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Riot Platforms (RIOT) stake by 35% in Q2 2026, selling an estimated $143K and leaving 11,611 shares worth $318K. The position accounts for 0.01% of the portfolio, ranked #609.

Valeo Financial Advisors first reported a position in RIOT in Q4 2020 and has held it in 8 quarters since. The position peaked at $340K in Q3 2025. 446 funds tracked by Wall St. Rank hold RIOT as of Q2 2026.

Valeo Financial Advisors held 11,611 shares of Riot Platforms worth $318K as of Q2 2026.
Valeo Financial Advisors sold 6,338 Riot Platforms shares in Q2 2026, an estimated $143K.
Riot Platforms made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #609 holding.
Valeo Financial Advisors first reported a position in Riot Platforms in Q4 2020 and has held it in 8 quarters since.
Valeo Financial Advisors's Riot Platforms position peaked at $340K in Q3 2025.
446 funds tracked by Wall St. Rank held Riot Platforms as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.