Beacon Pointe Advisors’s Rivian RIVN Stock Holding History

Beacon Pointe Advisors’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	$734K	Buy	48,777 +8,663	+22%	+$138K	﹤0.01%	1116
2025 Q4	$791K	Buy	40,114 +3,781	+10%	+$60K	0.01%	910
2025 Q3	$533K	Buy	36,333 +14,005	+63%	+$188K	﹤0.01%	989
2025 Q2	$307K	Sell	22,328 -63	-0.3%	-$855	﹤0.01%	1041
2025 Q1	$279K	Buy	22,391 +4,830	+28%	+$60.8K	﹤0.01%	1048
2024 Q4	$234K	Sell	17,561 -15,302	-47%	-$176K	﹤0.01%	1100
2024 Q3	$369K	Sell	32,863 -1,574	-5%	-$22.6K	﹤0.01%	955
2024 Q2	$462K	Buy	34,437 +3,341	+11%	+$34.9K	0.01%	895
2024 Q1	$341K	Buy	31,096 +5,124	+20%	+$73.8K	﹤0.01%	1064
2023 Q4	$609K	Buy	25,972 +953	+4%	+$17.9K	0.01%	829
2023 Q3	$607K	Buy	+25,019	New	+$584K	0.01%	805
2022 Q4	–	Sell	-7,653	Closed	-$251K	–	1098
2022 Q3	$251K	Buy	+7,653	New	+$261K	0.01%	847
2022 Q2	–	Sell	-20,192	Closed	-$1.01M	–	1189
2022 Q1	$1.01M	Buy	+20,192	New	+$1.23M	0.01%	616

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