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
Q2 		$3.12K Hold
180
– – ﹤0.01% 261
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 $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

Bernard Wealth Management's RIVN Position: Q2 2026 in Review

Bernard Wealth Management held its Rivian (RIVN) position steady in Q2 2026 at 180 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Bernard Wealth Management first reported a position in RIVN in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.55K in Q4 2025. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Bernard Wealth Management held 180 shares of Rivian worth $3.12K as of Q2 2026.
  • Bernard Wealth Management left its Rivian share count unchanged in Q2 2026.
  • Rivian made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #261 holding.
  • Bernard Wealth Management first reported a position in Rivian in Q4 2024 and has held it in 7 quarters since.
  • Bernard Wealth Management's Rivian position peaked at $3.55K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.