Avion Wealth’s Rivian RIVN Stock Holding History

Avion Wealth’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	$3K	Hold	232	–	–	﹤0.01%	813
2025 Q4	$4K	Hold	232	–	–	﹤0.01%	729
2025 Q3	$3K	Buy	232 +41	+21%	+$549	﹤0.01%	786
2025 Q2	$2K	Sell	191 -41	-18%	-$556	﹤0.01%	850
2025 Q1	$3K	Hold	232	–	–	﹤0.01%	664
2024 Q4	$3K	Sell	232 -40	-15%	-$460	﹤0.01%	662
2024 Q3	$3K	Hold	272	–	–	﹤0.01%	633
2024 Q2	$3K	Buy	272 +65	+31%	+$679	﹤0.01%	571
2024 Q1	$3K	Sell	207 -40	-16%	-$576	﹤0.01%	596
2023 Q4	$6K	Sell	247 -81	-25%	-$1.52K	﹤0.01%	379
2023 Q3	$7K	Buy	328 +46	+16%	+$1.07K	﹤0.01%	314
2023 Q2	$4K	Buy	282 +157	+126%	+$2.19K	﹤0.01%	395
2023 Q1	$2K	Hold	125	–	–	﹤0.01%	397
2022 Q4	$4K	Hold	125	–	–	﹤0.01%	341
2022 Q3	$4K	Buy	125 +25	+25%	+$852	﹤0.01%	352
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	380
2022 Q1	$5K	Hold	100	–	–	﹤0.01%	294
2021 Q4	$10K	Buy	+100	New	+$11.5K	﹤0.01%	239

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