Wealth Management Partners’s Rio Tinto RIO Stock Holding History

Wealth Management Partners’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	$1.42M	Sell	14,936 -68	-0.5%	-$6.89K	0.33%	61
2026 Q1	$1.4M	Sell	15,004 -2,173	-13%	-$198K	0.4%	54
2025 Q4	$1.37M	Buy	+17,177	New	+$1.24M	0.39%	55
2025 Q3	–	Sell	-18,376	Closed	-$1.06M	–	146
2025 Q2	$1.06M	Buy	+18,376	New	+$1.08M	0.37%	59
2025 Q1	–	Sell	-16,812	Closed	-$989K	–	122
2024 Q4	$989K	Buy	+16,812	New	+$1.07M	0.43%	55
2024 Q1	–	Sell	-15,912	Closed	-$1.18M	–	125
2023 Q4	$1.18M	Hold	15,912	–	–	0.66%	33
2023 Q3	$1.01M	Buy	15,912 +371	+2%	+$23.7K	0.63%	33
2023 Q2	$992K	Buy	15,541 +1,165	+8%	+$74.9K	0.62%	35
2023 Q1	$986K	Buy	+14,376	New	+$1.04M	0.69%	31
2022 Q2	–	Sell	-9,000	Closed	-$697K	–	117
2022 Q1	$697K	Buy	+9,000	New	+$683K	0.5%	47
2021 Q1	–	Sell	-3,750	Closed	-$304K	–	130
2020 Q4	$304K	Buy	+3,750	New	+$246K	0.24%	89

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 Management Partners's RIO Position: Q2 2026 in Review

Wealth Management Partners reduced its Rio Tinto (RIO) stake by 0.45% in Q2 2026, selling an estimated $6.89K and leaving 14,936 shares worth $1.42M. The position accounts for 0.33% of the portfolio, ranked #61.

Wealth Management Partners first reported a position in RIO in Q4 2020 and has held it in 11 quarters since. 966 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Wealth Management Partners held 14,936 shares of Rio Tinto worth $1.42M as of Q2 2026.
Wealth Management Partners sold 68 Rio Tinto shares in Q2 2026, an estimated $6.89K.
Rio Tinto made up 0.33% of Wealth Management Partners's portfolio in Q2 2026, its #61 holding.
Wealth Management Partners first reported a position in Rio Tinto in Q4 2020 and has held it in 11 quarters since.
966 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Wealth Management Partners's 13F filing for Q2 2026, filed 22 Jul 2026.