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 Q3	–	Sell	-14,936	Closed	-$1.42M	–	160
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

Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return

Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.06B AUM 22.67% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return

Oak Harvest Investment Services Houston, Texas $1.07B AUM 32.83% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.66B AUM 18.07% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $881M AUM 17.43% 1-Year Est. Return

Wealth Management Partners's RIO Position: Q3 2026 in Review

Wealth Management Partners sold out of Rio Tinto (RIO) in Q3 2026, closing a stake of 14,936 shares — an estimated $1.42M sold.

Wealth Management Partners first reported a position in RIO in Q4 2020 and held it in 11 quarters. The position peaked at $1.42M in Q2 2026. 384 funds tracked by Wall St. Rank hold RIO as of Q3 2026.

Wealth Management Partners reported no remaining Rio Tinto position as of Q3 2026 after selling out during the quarter.
Wealth Management Partners sold 14,936 Rio Tinto shares in Q3 2026, an estimated $1.42M.
Wealth Management Partners first reported a position in Rio Tinto in Q4 2020 and held it in 11 quarters.
Wealth Management Partners's Rio Tinto position peaked at $1.42M in Q2 2026.
384 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2026.

Based on Wealth Management Partners's 13F filing for Q3 2026, filed 21 Oct 2026.