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Asset Planning Inc’s Rivian RIVN Stock Holding History

Asset Planning Inc’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
Q2 		$9.37K Buy
540
+525
+3,500% +$8.19K 0.01% 256
2026
Q1 		$226 Hold
15
– – ﹤0.01% 295
2025
Q4 		$296 Hold
15
– – ﹤0.01% 289
2025
Q3 		$220 Sell
15
-100
-87% -$1.34K ﹤0.01% 289
2025
Q2 		$1.58K Hold
115
– – ﹤0.01% 276
2025
Q1 		$1.43K Buy
115
+15
+15% +$189 ﹤0.01% 287
2024
Q4 		$1.33K Buy
+100
New +$1.15K ﹤0.01% 297

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Asset Planning Inc's RIVN Position: Q2 2026 in Review

Asset Planning Inc increased its Rivian (RIVN) stake by 3,500% in Q2 2026, buying an estimated $8.19K and bringing the position to 540 shares worth $9.37K. The position accounts for 0.01% of the portfolio, ranked #256.

Asset Planning Inc first reported a position in RIVN in Q4 2024 and has held it in 7 quarters since. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Asset Planning Inc held 540 shares of Rivian worth $9.37K as of Q2 2026.
  • Asset Planning Inc bought 525 Rivian shares in Q2 2026, an estimated $8.19K.
  • Rivian made up 0.01% of Asset Planning Inc's portfolio in Q2 2026, its #256 holding.
  • Asset Planning Inc first reported a position in Rivian in Q4 2024 and has held it in 7 quarters since.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.