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Bartlett & Co Wealth Management’s Rivian RIVN Stock Holding History

Bartlett & Co 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 		$122K Hold
8,425
– – ﹤0.01% 533
2025
Q4 		$166K Hold
8,425
– – ﹤0.01% 473
2025
Q3 		$124K Hold
8,425
– – ﹤0.01% 518
2025
Q2 		$116K Sell
8,425
-3,000
-26% -$40.7K ﹤0.01% 522
2025
Q1 		$142K Buy
11,425
+3,005
+36% +$37.8K ﹤0.01% 486
2024
Q4 		$112K Hold
8,420
– – ﹤0.01% 526
2024
Q3 		$94.5K Sell
8,420
-7
-0.1% -$101 ﹤0.01% 553
2024
Q2 		$113K Buy
8,427
+120
+1% +$1.25K ﹤0.01% 524
2024
Q1 		$91K Buy
8,307
+4,207
+103% +$60.6K ﹤0.01% 574
2023
Q4 		$96.5K Sell
4,100
-150
-4% -$2.82K ﹤0.01% 582
2023
Q3 		$103K Buy
4,250
+400
+10% +$9.34K ﹤0.01% 532
2023
Q2 		$64.1K Buy
3,850
+3,070
+394% +$42.9K ﹤0.01% 624
2023
Q1 		$12.1K Hold
780
– – ﹤0.01% 795
2022
Q4 		$14.4K Sell
780
-340
-30% -$10K ﹤0.01% 779
2022
Q3 		$36.9K Buy
1,120
+140
+14% +$4.77K ﹤0.01% 613
2022
Q2 		$25.2K Buy
980
+500
+104% +$15.6K ﹤0.01% 691
2022
Q1 		$24.1K Buy
+480
New +$29.2K ﹤0.01% 704

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
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

Bartlett & Co Wealth Management's RIVN Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Rivian (RIVN) position steady in Q1 2026 at 8,425 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #533.

Bartlett & Co Wealth Management first reported a position in RIVN in Q1 2022 and has held it in 17 quarters since. The position peaked at $166K in Q4 2025. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Bartlett & Co Wealth Management held 8,425 shares of Rivian worth $122K as of Q1 2026.
  • Bartlett & Co Wealth Management left its Rivian share count unchanged in Q1 2026.
  • Rivian made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #533 holding.
  • Bartlett & Co Wealth Management first reported a position in Rivian in Q1 2022 and has held it in 17 quarters since.
  • Bartlett & Co Wealth Management's Rivian position peaked at $166K in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.