Beaird Harris Wealth Management’s Rivian RIVN Stock Holding History

Beaird Harris 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 Q2	$19.6K	Hold	1,129	–	–	﹤0.01%	341
2026 Q1	$17K	Buy	1,129 +200	+22%	+$3.2K	﹤0.01%	325
2025 Q4	$18.3K	Sell	929 -4,650	-83%	-$73.8K	﹤0.01%	348
2025 Q3	$81.9K	Sell	5,579 -31	-0.6%	-$415	0.01%	201
2025 Q2	$77.1K	Buy	5,610 +185	+3%	+$2.51K	0.01%	213
2025 Q1	$67.5K	Buy	5,425 +95	+2%	+$1.2K	0.01%	198
2024 Q4	$70.9K	Buy	5,330 +4,750	+819%	+$54.7K	0.01%	201
2024 Q3	$6.51K	Sell	580 -182	-24%	-$2.62K	﹤0.01%	361
2024 Q2	$10.2K	Sell	762 -388	-34%	-$4.05K	﹤0.01%	376
2024 Q1	$12.6K	Hold	1,150	–	–	﹤0.01%	315
2023 Q4	$27K	Hold	1,150	–	–	﹤0.01%	236
2023 Q3	$27.9K	Sell	1,150 -55	-5%	-$1.28K	﹤0.01%	207
2023 Q2	$20.1K	Buy	1,205 +332	+38%	+$4.64K	﹤0.01%	228
2023 Q1	$13.5K	Hold	873	–	–	﹤0.01%	248
2022 Q4	$16.1K	Hold	873	–	–	﹤0.01%	285
2022 Q3	$29K	Buy	873 +45	+5%	+$1.53K	0.01%	201
2022 Q2	$21K	Sell	828 -45	-5%	-$1.41K	0.01%	203
2022 Q1	$44K	Buy	873 +466	+114%	+$28.4K	0.02%	196
2021 Q4	$42K	Buy	+407	New	+$46.9K	0.02%	257

Other funds holding RIVN

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM