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Bell & Brown Wealth Advisors’s Rivian RIVN Stock Holding History

Bell & Brown 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
2025
Q4 		– Sell
-13,440
Closed -$197K – 75
2025
Q3 		$197K Hold
13,440
– – 0.06% 72
2025
Q2 		$185K Hold
13,440
– – 0.07% 69
2025
Q1 		$167K Hold
13,440
– – 0.07% 69
2024
Q4 		$179K Hold
13,440
– – 0.07% 70
2024
Q3 		$151K Buy
13,440
+1,500
+13% +$21.6K 0.06% 70
2024
Q2 		$160K Buy
+11,940
New +$125K 0.06% 69
2024
Q1 		– Sell
-9,940
Closed -$233K – 74
2023
Q4 		$233K Buy
+9,940
New +$187K 0.11% 67

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bell & Brown Wealth Advisors's RIVN Position: Q4 2025 in Review

Bell & Brown Wealth Advisors sold out of Rivian (RIVN) in Q4 2025, closing a stake of 13,440 shares — an estimated $197K sold.

Bell & Brown Wealth Advisors first reported a position in RIVN in Q4 2023 and held it in 7 quarters. The position peaked at $233K in Q4 2023. 802 funds tracked by Wall St. Rank hold RIVN as of Q4 2025.

  • Bell & Brown Wealth Advisors reported no remaining Rivian position as of Q4 2025 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 13,440 Rivian shares in Q4 2025, an estimated $197K.
  • Bell & Brown Wealth Advisors first reported a position in Rivian in Q4 2023 and held it in 7 quarters.
  • Bell & Brown Wealth Advisors's Rivian position peaked at $233K in Q4 2023.
  • 802 funds tracked by Wall St. Rank held Rivian as of Q4 2025.

Based on Bell & Brown Wealth Advisors's 13F filing for Q4 2025, filed 30 Jan 2026.