Westover Capital Advisors’s Rio Tinto RIO Stock Holding History

Westover Capital Advisors’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	$978K	Hold	10,300	–	–	0.16%	100
2026 Q1	$961K	Buy	10,300 +7,100	+222%	+$647K	0.18%	99
2025 Q4	$256K	Hold	3,200	–	–	0.05%	207
2025 Q3	$211K	Buy	+3,200	New	+$198K	0.04%	212
2024 Q4	–	Sell	-3,200	Closed	-$228K	–	249
2024 Q3	$228K	Buy	+3,200	New	+$206K	0.04%	227
2022 Q4	–	Sell	-4,300	Closed	-$237K	–	159
2022 Q3	$237K	Buy	+4,300	New	+$248K	0.09%	140
2022 Q2	–	Sell	-2,600	Closed	-$209K	–	185
2022 Q1	$209K	Buy	+2,600	New	+$197K	0.07%	174
2013 Q4	–	Sell	-38,688	Closed	-$1.89M	–	83
2013 Q3	$1.89M	Sell	38,688 -6,598	-15%	-$308K	1.95%	23
2013 Q2	$1.86M	Buy	+45,286	New	+$2.02M	1.83%	25

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

Westover Capital Advisors's RIO Position: Q2 2026 in Review

Westover Capital Advisors held its Rio Tinto (RIO) position steady in Q2 2026 at 10,300 shares worth $978K. The position accounts for 0.16% of the portfolio, ranked #100.

Westover Capital Advisors first reported a position in RIO in Q2 2013 and has held it in 9 quarters since. The position peaked at $1.89M in Q3 2013. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

Westover Capital Advisors held 10,300 shares of Rio Tinto worth $978K as of Q2 2026.
Westover Capital Advisors left its Rio Tinto share count unchanged in Q2 2026.
Rio Tinto made up 0.16% of Westover Capital Advisors's portfolio in Q2 2026, its #100 holding.
Westover Capital Advisors first reported a position in Rio Tinto in Q2 2013 and has held it in 9 quarters since.
Westover Capital Advisors's Rio Tinto position peaked at $1.89M in Q3 2013.
963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Westover Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.