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Beam Wealth Advisors’s Rivian RIVN Stock Holding History

Beam Wealth 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
Q2 		$216K Buy
+12,462
New +$194K 0.05% 116
2026
Q1 		– Sell
-12,852
Closed -$253K – 117
2025
Q4 		$253K Buy
+12,852
New +$204K 0.07% 106

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Beam Wealth Advisors's RIVN Position: Q2 2026 in Review

Beam Wealth Advisors opened a new position in Rivian (RIVN) in Q2 2026: 12,462 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #116 among its holdings. This is a return to the name: Beam Wealth Advisors previously reported a position in RIVN as recently as Q4 2025.

Beam Wealth Advisors first reported a position in RIVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $253K in Q4 2025. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Beam Wealth Advisors held 12,462 shares of Rivian worth $216K as of Q2 2026.
  • Rivian was a new Beam Wealth Advisors position in Q2 2026.
  • Rivian made up 0.05% of Beam Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Beam Wealth Advisors first reported a position in Rivian in Q4 2025 and has held it in 2 quarters since.
  • Beam Wealth Advisors's Rivian position peaked at $253K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

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