Venturi Wealth Management’s Rio Tinto RIO Stock Holding History

Venturi 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 Q2	$358K	Buy	3,770 +318	+9%	+$32.2K	0.01%	460
2026 Q1	$322K	Sell	3,452 -2,102	-38%	-$192K	0.01%	446
2025 Q4	$444K	Buy	+5,554	New	+$400K	0.02%	378
2025 Q1	–	Sell	-305	Closed	-$17.9K	–	1547
2024 Q4	$17.9K	Buy	305 +133	+77%	+$8.49K	﹤0.01%	1288
2024 Q3	$12.2K	Sell	172 -324	-65%	-$20.8K	﹤0.01%	1142
2024 Q2	$32.7K	Buy	+496	New	+$33.8K	﹤0.01%	800
2024 Q1	–	Sell	-15	Closed	-$1.12K	–	1426
2023 Q4	$1.12K	Sell	15 -30	-67%	-$2.01K	﹤0.01%	1327
2023 Q3	$2.87K	Buy	45 +30	+200%	+$1.91K	﹤0.01%	1098
2023 Q2	$958	Sell	15 -15	-50%	-$964	﹤0.01%	1019
2023 Q1	$2.06K	Buy	+30	New	+$2.18K	﹤0.01%	1005

Other funds holding RIO

ABC Arbitrage Paris, France $926M AUM 45.9% 1-Year Est. Return

CAM

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

SWM

Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

QCM

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Venturi Wealth Management's RIO Position: Q2 2026 in Review

Venturi Wealth Management increased its Rio Tinto (RIO) stake by 9.2% in Q2 2026, buying an estimated $32.2K and bringing the position to 3,770 shares worth $358K. The position accounts for 0.01% of the portfolio, ranked #460.

Venturi Wealth Management first reported a position in RIO in Q1 2023 and has held it in 10 quarters since. The position peaked at $444K in Q4 2025. 162 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Venturi Wealth Management held 3,770 shares of Rio Tinto worth $358K as of Q2 2026.
Venturi Wealth Management bought 318 Rio Tinto shares in Q2 2026, an estimated $32.2K.
Rio Tinto made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #460 holding.
Venturi Wealth Management first reported a position in Rio Tinto in Q1 2023 and has held it in 10 quarters since.
Venturi Wealth Management's Rio Tinto position peaked at $444K in Q4 2025.
162 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.