Arkadios Wealth Advisors’s Rivian RIVN Stock Holding History

Arkadios Wealth Advisors’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
2026 Q1	$175K	Sell	11,608 -197	-2%	-$3.15K	﹤0.01%	1583
2025 Q4	$233K	Buy	11,805 +1,548	+15%	+$24.6K	﹤0.01%	1375
2025 Q3	$151K	Buy	10,257 +164	+2%	+$2.2K	﹤0.01%	1383
2025 Q2	$139K	Sell	10,093 -2,201	-18%	-$29.9K	﹤0.01%	1239
2025 Q1	$153K	Buy	12,294 +1,648	+15%	+$20.7K	0.01%	1058
2024 Q4	$142K	Buy	10,646 +472	+5%	+$5.43K	0.01%	878
2024 Q3	$114K	Buy	+10,174	New	+$146K	0.01%	869
2024 Q1	–	Sell	-13,019	Closed	-$305K	–	778
2023 Q4	$305K	Sell	13,019 -11,475	-47%	-$216K	0.03%	520
2023 Q3	$595K	Buy	24,494 +1,655	+7%	+$38.6K	0.06%	299
2023 Q2	$380K	Sell	22,839 -222	-1%	-$3.1K	0.04%	379
2023 Q1	$357K	Buy	23,061 +1,756	+8%	+$29.7K	0.04%	387
2022 Q4	$393K	Buy	21,305 +13,415	+170%	+$395K	0.05%	337
2022 Q3	$260K	Buy	+7,890	New	+$269K	0.04%	420
2022 Q2	–	Sell	-15,901	Closed	-$799K	–	595
2022 Q1	$799K	Buy	15,901 +4,281	+37%	+$260K	0.11%	220
2021 Q4	$1.21M	Buy	+11,620	New	+$1.34M	0.16%	152

Other funds holding RIVN

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return