Wealth Enhancement Advisory Services’s Rio Tinto RIO Stock Holding History

Wealth Enhancement Advisory Services’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	$8.63M	Sell	95,326 -2,521	-3%	-$256K	0.01%	747
2026 Q1	$9.24M	Sell	97,847 -8,873	-8%	-$809K	0.02%	625
2025 Q4	$9.1M	Sell	106,720 -4,244	-4%	-$305K	0.01%	731
2025 Q3	$7.35M	Buy	110,964 +5,533	+5%	+$342K	0.01%	773
2025 Q2	$6.22M	Buy	105,431 +6,745	+7%	+$398K	0.01%	815
2025 Q1	$5.93M	Buy	98,686 +3,481	+4%	+$214K	0.01%	765
2024 Q4	$5.6M	Buy	95,205 +35,272	+59%	+$2.25M	0.01%	760
2024 Q3	$4.27M	Buy	59,933 +12,861	+27%	+$826K	0.01%	777
2024 Q2	$3.1M	Buy	47,072 +2,426	+5%	+$165K	0.01%	835
2024 Q1	$2.85M	Sell	44,646 -5,967	-12%	-$400K	0.01%	822
2023 Q4	$3.77M	Buy	50,613 +768	+2%	+$51.5K	0.01%	686
2023 Q3	$3.17M	Buy	+49,845	New	+$3.18M	0.01%	693

Other funds holding RIO

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services's RIO Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Rio Tinto (RIO) stake by 2.6% in Q2 2026, selling an estimated $256K and leaving 95,326 shares worth $8.63M. The position accounts for 0.01% of the portfolio, ranked #747.

Wealth Enhancement Advisory Services first reported a position in RIO in Q3 2023 and has held it in 12 quarters since. The position peaked at $9.24M in Q1 2026. 967 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Wealth Enhancement Advisory Services held 95,326 shares of Rio Tinto worth $8.63M as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,521 Rio Tinto shares in Q2 2026, an estimated $256K.
Rio Tinto made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #747 holding.
Wealth Enhancement Advisory Services first reported a position in Rio Tinto in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Rio Tinto position peaked at $9.24M in Q1 2026.
967 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.