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Whipplewood Advisors’s Rio Tinto RIO Stock Holding History

Whipplewood 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 		$5.79K Sell
61
-561
-90% -$56.9K ﹤0.01% 303
2026
Q1 		$58K Buy
622
+593
+2,045% +$54.1K 0.03% 251
2025
Q4 		$2.32K Buy
+29
New +$2.09K ﹤0.01% 337
2025
Q3 		– Sell
-844
Closed -$49.2K – 973
2025
Q2 		$49.2K Sell
844
-382
-31% -$22.6K 0.03% 317
2025
Q1 		$66.9K Sell
1,226
-10
-0.8% -$616 0.04% 266
2024
Q4 		$72.7K Buy
+1,236
New +$78.9K 0.04% 263

Other funds holding RIO

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Whipplewood Advisors's RIO Position: Q2 2026 in Review

Whipplewood Advisors reduced its Rio Tinto (RIO) stake by 90% in Q2 2026, selling an estimated $56.9K and leaving 61 shares worth $5.79K. The position accounts for ﹤0.01% of the portfolio, ranked #303.

Whipplewood Advisors first reported a position in RIO in Q4 2024 and has held it in 6 quarters since. The position peaked at $72.7K in Q4 2024. 963 funds tracked by Wall St. Rank hold RIO as of Q2 2026.

  • Whipplewood Advisors held 61 shares of Rio Tinto worth $5.79K as of Q2 2026.
  • Whipplewood Advisors sold 561 Rio Tinto shares in Q2 2026, an estimated $56.9K.
  • Rio Tinto made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #303 holding.
  • Whipplewood Advisors first reported a position in Rio Tinto in Q4 2024 and has held it in 6 quarters since.
  • Whipplewood Advisors's Rio Tinto position peaked at $72.7K in Q4 2024.
  • 963 funds tracked by Wall St. Rank held Rio Tinto as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.