AllSquare Wealth Management’s Rivian RIVN Stock Holding History

AllSquare Wealth Management’s Portfolio RIVN Stock Details RIVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$60.3K	Buy	4,105 +806	+24%	+$10.8K	0.03%	218
2025 Q2	$45.3K	Hold	3,299	–	–	0.03%	235
2025 Q1	$41.1K	Buy	3,299 +275	+9%	+$3.46K	0.02%	231
2024 Q4	$40.2K	Buy	3,024 +2,990	+8,794%	+$34.4K	0.02%	235
2024 Q3	$381	Hold	34	–	–	﹤0.01%	511
2024 Q2	$456	Hold	34	–	–	﹤0.01%	502
2024 Q1	$372	Hold	34	–	–	﹤0.01%	503
2023 Q4	$798	Hold	34	–	–	﹤0.01%	490
2023 Q3	$826	Hold	34	–	–	﹤0.01%	496
2023 Q2	$506	Hold	34	–	–	﹤0.01%	523
2023 Q1	$526	Hold	34	–	–	﹤0.01%	513
2022 Q4	$627	Hold	34	–	–	﹤0.01%	488
2022 Q3	$1K	Hold	34	–	–	﹤0.01%	485
2022 Q2	$1K	Hold	34	–	–	﹤0.01%	488
2022 Q1	$2K	Hold	34	–	–	﹤0.01%	470
2021 Q4	$4K	Buy	+34	New	+$3.92K	﹤0.01%	436

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

AllSquare Wealth Management's RIVN Position: Q3 2025 in Review

AllSquare Wealth Management increased its Rivian (RIVN) stake by 24% in Q3 2025, buying an estimated $10.8K and bringing the position to 4,105 shares worth $60.3K. The position accounts for 0.03% of the portfolio, ranked #218.

AllSquare Wealth Management first reported a position in RIVN in Q4 2021 and has held it in 16 quarters since. 753 funds tracked by Wall St. Rank hold RIVN as of Q3 2025.

AllSquare Wealth Management held 4,105 shares of Rivian worth $60.3K as of Q3 2025.
AllSquare Wealth Management bought 806 Rivian shares in Q3 2025, an estimated $10.8K.
Rivian made up 0.03% of AllSquare Wealth Management's portfolio in Q3 2025, its #218 holding.
AllSquare Wealth Management first reported a position in Rivian in Q4 2021 and has held it in 16 quarters since.
753 funds tracked by Wall St. Rank held Rivian as of Q3 2025.

Based on AllSquare Wealth Management's 13F filing for Q3 2025, filed 12 Jan 2026.