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 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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

State Farm Mutual Automobile Insurance

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Qube Research & Technologies (QRT)

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return