BWM
RIVN icon

Bernard Wealth Management’s Rivian RIVN Stock Holding History

Bernard 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
Q1 		$2.71K Hold
180
– – ﹤0.01% 278
2025
Q4 		$3.55K Hold
180
– – ﹤0.01% 259
2025
Q3 		$2.64K Hold
180
– – ﹤0.01% 263
2025
Q2 		$2.47K Sell
180
-50
-22% -$678 ﹤0.01% 256
2025
Q1 		$2.86K Buy
230
+100
+77% +$1.26K ﹤0.01% 282
2024
Q4 		$1.73K Buy
+130
New +$1.5K ﹤0.01% 271

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
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