AAS
RIVN icon

Avantax Advisory Services’s Rivian RIVN Stock Holding History

Avantax Advisory Services’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
Q2 		$374K Buy
27,234
+3,030
+13% +$41.1K ﹤0.01% 1760
2025
Q1 		$301K Buy
24,204
+999
+4% +$12.6K ﹤0.01% 1824
2024
Q4 		$309K Buy
23,205
+11,831
+104% +$136K ﹤0.01% 1764
2024
Q3 		$128K Buy
11,374
+933
+9% +$13.4K ﹤0.01% 2053
2024
Q2 		$140K Buy
+10,441
New +$109K ﹤0.01% 1989
2024
Q1 		– Sell
-10,018
Closed -$235K – 1725
2023
Q4 		$235K Sell
10,018
-1,617
-14% -$30.4K ﹤0.01% 1375
2023
Q3 		$282K Sell
11,635
-805
-6% -$18.8K ﹤0.01% 1230
2023
Q2 		$207K Sell
12,440
-1,746
-12% -$24.4K ﹤0.01% 1386
2023
Q1 		$220K Buy
14,186
+926
+7% +$15.6K ﹤0.01% 1319
2022
Q4 		$244K Sell
13,260
-888
-6% -$26.1K ﹤0.01% 1214
2022
Q3 		$466K Sell
14,148
-706
-5% -$24.1K 0.01% 807
2022
Q2 		$382K Buy
14,854
+4,666
+46% +$146K 0.01% 898
2022
Q1 		$513K Buy
10,188
+4,719
+86% +$287K 0.01% 779
2021
Q4 		$567K Buy
+5,469
New +$630K 0.01% 720

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Avantax Advisory Services's RIVN Position: Q2 2025 in Review

Avantax Advisory Services increased its Rivian (RIVN) stake by 13% in Q2 2025, buying an estimated $41.1K and bringing the position to 27,234 shares worth $374K. The position accounts for ﹤0.01% of the portfolio, ranked #1760.

Avantax Advisory Services first reported a position in RIVN in Q4 2021 and has held it in 14 quarters since. The position peaked at $567K in Q4 2021. 756 funds tracked by Wall St. Rank hold RIVN as of Q2 2025.

  • Avantax Advisory Services held 27,234 shares of Rivian worth $374K as of Q2 2025.
  • Avantax Advisory Services bought 3,030 Rivian shares in Q2 2025, an estimated $41.1K.
  • Rivian made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1760 holding.
  • Avantax Advisory Services first reported a position in Rivian in Q4 2021 and has held it in 14 quarters since.
  • Avantax Advisory Services's Rivian position peaked at $567K in Q4 2021.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.