Bell Investment Advisors’s Rivian RIVN Stock Holding History

Bell Investment 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	$4.68K	Buy	311 +63	+25%	+$1.01K	﹤0.01%	988
2025 Q4	$4.89K	Sell	248 -24	-9%	-$381	﹤0.01%	979
2025 Q3	$3.99K	Buy	272 +13	+5%	+$174	﹤0.01%	1044
2025 Q2	$3.56K	Buy	259 +51	+25%	+$692	﹤0.01%	1135
2025 Q1	$2.59K	Buy	208 +55	+36%	+$692	﹤0.01%	1203
2024 Q4	$2.04K	Sell	153 -70	-31%	-$806	﹤0.01%	1326
2024 Q3	$2.5K	Buy	223 +70	+46%	+$1.01K	﹤0.01%	1256
2024 Q2	$2.05K	Sell	153 -31	-17%	-$324	﹤0.01%	1340
2024 Q1	$2.02K	Sell	184 -66	-26%	-$951	﹤0.01%	1358
2023 Q4	$5.87K	Sell	250 -137	-35%	-$2.58K	﹤0.01%	794
2023 Q3	$9.4K	Sell	387 -51	-12%	-$1.19K	﹤0.01%	535
2023 Q2	$7.3K	Buy	438 +195	+80%	+$2.73K	﹤0.01%	631
2023 Q1	$3.76K	Sell	243 -111	-31%	-$1.87K	﹤0.01%	926
2022 Q4	$6.52K	Buy	354 +64	+22%	+$1.88K	﹤0.01%	672
2022 Q3	$10K	Buy	290 +234	+418%	+$7.98K	﹤0.01%	426
2022 Q2	$1K	Buy	+56	New	+$1.75K	﹤0.01%	1568

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