Wealth Enhancement Advisory Services
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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

AA
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
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
BB
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
AC
Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 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. 162 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.
  • 162 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.