Axxcess Wealth Management’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$993K Buy
57,206
+610
+1% +$9.51K 0.02% 531
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 0.01% 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 636
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

Axxcess Wealth Management's RIVN Position: Q2 2026 in Review

Axxcess Wealth Management increased its Rivian (RIVN) stake by 1.1% in Q2 2026, buying an estimated $9.51K and bringing the position to 57,206 shares worth $993K. The position accounts for 0.02% of the portfolio, ranked #531.

Axxcess Wealth Management first reported a position in RIVN in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.13M in Q4 2025. 819 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Axxcess Wealth Management held 57,206 shares of Rivian worth $993K as of Q2 2026.
  • Axxcess Wealth Management bought 610 Rivian shares in Q2 2026, an estimated $9.51K.
  • Rivian made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #531 holding.
  • Axxcess Wealth Management first reported a position in Rivian in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Rivian position peaked at $1.13M in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.