Axxcess Wealth Management’s Rivian RIVN Stock Holding History

Axxcess 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
2026 Q1	$852K	Sell	56,596 -500	-0.9%	-$7.99K	0.03%	250
2025 Q4	$1.13M	Buy	57,096 +34	+0.1%	+$540	0.02%	489
2025 Q3	$838K	Hold	57,062	–	–	0.02%	490
2025 Q2	$784K	Sell	57,062 -545	-0.9%	-$7.39K	0.02%	488
2025 Q1	$717K	Buy	57,607 +100	+0.2%	+$1.26K	0.02%	473
2024 Q4	$765K	Buy	57,507 +3,571	+7%	+$41.1K	0.02%	459
2024 Q3	$605K	Sell	53,936 -75	-0.1%	-$1.08K	0.02%	509
2024 Q2	$725K	Buy	54,011 +2,623	+5%	+$27.4K	0.02%	441
2024 Q1	$563K	Buy	51,388 +28,179	+121%	+$406K	0.02%	510
2023 Q4	$544K	Sell	23,209 -11,799	-34%	-$222K	0.02%	492
2023 Q3	$850K	Sell	35,008 -4	-0%	-$93	0.03%	349
2023 Q2	$583K	Buy	35,012 +16,000	+84%	+$224K	0.04%	321
2023 Q1	$294K	Buy	19,012 +7,542	+66%	+$127K	0.02%	488
2022 Q4	$211K	Sell	11,470 -1,917	-14%	-$56.4K	0.02%	547
2022 Q3	$441K	Buy	+13,387	New	+$456K	0.04%	337
2022 Q2	–	Sell	-6,695	Closed	-$336K	–	637
2022 Q1	$336K	Buy	6,695 +3,221	+93%	+$196K	0.03%	448
2021 Q4	$360K	Buy	+3,474	New	+$400K	0.03%	435

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