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Whalen Wealth Management’s Rio Tinto RIO Stock Holding History

Whalen Wealth Management’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
2025
Q3 		– Sell
-8,091
Closed -$472K – 254
2025
Q2 		$472K Buy
+8,091
New +$478K 0.3% 98

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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Whalen Wealth Management's RIO Position: Q3 2025 in Review

Whalen Wealth Management sold out of Rio Tinto (RIO) in Q3 2025, closing a stake of 8,091 shares — an estimated $472K sold.

Whalen Wealth Management first reported a position in RIO in Q2 2025 and held it in 1 quarter. The position peaked at $472K in Q2 2025. 766 funds tracked by Wall St. Rank hold RIO as of Q3 2025.

  • Whalen Wealth Management reported no remaining Rio Tinto position as of Q3 2025 after selling out during the quarter.
  • Whalen Wealth Management sold 8,091 Rio Tinto shares in Q3 2025, an estimated $472K.
  • Whalen Wealth Management first reported a position in Rio Tinto in Q2 2025 and held it in 1 quarter.
  • Whalen Wealth Management's Rio Tinto position peaked at $472K in Q2 2025.
  • 766 funds tracked by Wall St. Rank held Rio Tinto as of Q3 2025.

Based on Whalen Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.