Blue Bell Private Wealth Management’s Rivian RIVN Stock Holding History

Blue Bell Private 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	$468	Sell	27 -34	-56%	-$530	﹤0.01%	695
2026 Q1	$918	Hold	61	–	–	﹤0.01%	684
2025 Q4	$1.2K	Sell	61 -200	-77%	-$3.17K	﹤0.01%	668
2025 Q3	$3.83K	Buy	261 +150	+135%	+$2.01K	﹤0.01%	613
2025 Q2	$1.52K	Buy	111 +50	+82%	+$678	﹤0.01%	648
2025 Q1	$759	Hold	61	–	–	﹤0.01%	686
2024 Q4	$811	Buy	61 +20	+49%	+$230	﹤0.01%	638
2024 Q3	$460	Hold	41	–	–	﹤0.01%	672
2024 Q2	$550	Hold	41	–	–	﹤0.01%	691
2024 Q1	$449	Buy	41 +7	+21%	+$101	﹤0.01%	708
2023 Q4	$798	Sell	34 -182	-84%	-$3.42K	﹤0.01%	685
2023 Q3	$5.24K	Sell	216 -161	-43%	-$3.76K	﹤0.01%	497
2023 Q2	$6.28K	Buy	377 +161	+75%	+$2.25K	﹤0.01%	473
2023 Q1	$3.34K	Sell	216 -161	-43%	-$2.72K	﹤0.01%	510
2022 Q4	$6.95K	Hold	377	–	–	﹤0.01%	418
2022 Q3	$12K	Buy	377 +182	+93%	+$6.2K	﹤0.01%	355
2022 Q2	$5K	Hold	195	–	–	﹤0.01%	518
2022 Q1	$10K	Buy	+195	New	+$11.9K	﹤0.01%	415

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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 New York $210B AUM 57.28% 1-Year Est. Return

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Blue Bell Private Wealth Management's RIVN Position: Q2 2026 in Review

Blue Bell Private Wealth Management reduced its Rivian (RIVN) stake by 56% in Q2 2026, selling an estimated $530 and leaving 27 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #695.

Blue Bell Private Wealth Management first reported a position in RIVN in Q1 2022 and has held it in 18 quarters since. The position peaked at $12K in Q3 2022. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Blue Bell Private Wealth Management held 27 shares of Rivian worth $468 as of Q2 2026.
Blue Bell Private Wealth Management sold 34 Rivian shares in Q2 2026, an estimated $530.
Rivian made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #695 holding.
Blue Bell Private Wealth Management first reported a position in Rivian in Q1 2022 and has held it in 18 quarters since.
Blue Bell Private Wealth Management's Rivian position peaked at $12K in Q3 2022.
817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.