Berkshire Capital Holdings’s Rivian RIVN Stock Holding History

Berkshire Capital Holdings’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	$151	Hold	10	–	–	﹤0.01%	105
2025 Q4	$197	Hold	10	–	–	﹤0.01%	101
2025 Q3	$147	Hold	10	–	–	﹤0.01%	107
2025 Q2	$137	Hold	10	–	–	﹤0.01%	98
2025 Q1	$125	Hold	10	–	–	﹤0.01%	92
2024 Q4	$133	Hold	10	–	–	﹤0.01%	94
2024 Q3	$112	Hold	10	–	–	﹤0.01%	86
2024 Q2	$134	Hold	10	–	–	﹤0.01%	84
2024 Q1	$110	Sell	10 -351,150	-100%	-$5.06M	﹤0.01%	87
2023 Q4	$8.24M	Buy	351,160 +351,150	+3,511,500%	+$6.6M	3.72%	15
2023 Q3	$243	Hold	10	–	–	﹤0.01%	74
2023 Q2	$167	Hold	10	–	–	﹤0.01%	81
2023 Q1	$155	Hold	10	–	–	﹤0.01%	85
2022 Q4	$184	Sell	10 -189,320	-100%	-$5.57M	﹤0.01%	77
2022 Q3	$6.23M	Buy	189,330 +189,320	+1,893,200%	+$6.45M	2.5%	18
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	71
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	65
2021 Q4	$1K	Buy	+10	New	+$1.15K	﹤0.01%	71

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Berkshire Capital Holdings's RIVN Position: Q1 2026 in Review

Berkshire Capital Holdings held its Rivian (RIVN) position steady in Q1 2026 at 10 shares worth $151. The position accounts for ﹤0.01% of the portfolio, ranked #105.

Berkshire Capital Holdings first reported a position in RIVN in Q4 2021 and has held it in 18 quarters since. The position peaked at $8.24M in Q4 2023. 808 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

Berkshire Capital Holdings held 10 shares of Rivian worth $151 as of Q1 2026.
Berkshire Capital Holdings left its Rivian share count unchanged in Q1 2026.
Rivian made up ﹤0.01% of Berkshire Capital Holdings's portfolio in Q1 2026, its #105 holding.
Berkshire Capital Holdings first reported a position in Rivian in Q4 2021 and has held it in 18 quarters since.
Berkshire Capital Holdings's Rivian position peaked at $8.24M in Q4 2023.
808 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Berkshire Capital Holdings's 13F filing for Q1 2026, filed 12 May 2026.