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Bogart Wealth LLC’s Rivian RIVN Stock Holding History

Bogart Wealth LLC’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 		$19.6K Sell
1,304
-895
-41% -$14.3K ﹤0.01% 734
2025
Q4 		$43.3K Sell
2,199
-131
-6% -$2.08K ﹤0.01% 509
2025
Q3 		$34.2K Hold
2,330
– – ﹤0.01% 537
2025
Q2 		$32K Buy
2,330
+1
+0% +$14 ﹤0.01% 538
2025
Q1 		$29K Buy
2,329
+42
+2% +$529 ﹤0.01% 507
2024
Q4 		$30.4K Sell
2,287
-370
-14% -$4.26K ﹤0.01% 494
2024
Q3 		$29.8K Hold
2,657
– – ﹤0.01% 487
2024
Q2 		$35.7K Buy
2,657
+1,027
+63% +$10.7K ﹤0.01% 456
2024
Q1 		$17.8K Hold
1,630
– – ﹤0.01% 537
2023
Q4 		$38.2K Sell
1,630
-315
-16% -$5.92K ﹤0.01% 416
2023
Q3 		$47.2K Buy
1,945
+1,175
+153% +$27.4K ﹤0.01% 358
2023
Q2 		$12.8K Buy
770
+34
+5% +$475 ﹤0.01% 540
2023
Q1 		$11.4K Buy
736
+10
+1% +$169 ﹤0.01% 562
2022
Q4 		$13.4K Buy
726
+24
+3% +$706 ﹤0.01% 491
2022
Q3 		$23K Buy
702
+685
+4,029% +$23.3K ﹤0.01% 410
2022
Q2 		$0 Buy
+17
New +$531 ﹤0.01% 963

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Bogart Wealth LLC's RIVN Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Rivian (RIVN) stake by 41% in Q1 2026, selling an estimated $14.3K and leaving 1,304 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #734.

Bogart Wealth LLC first reported a position in RIVN in Q2 2022 and has held it in 16 quarters since. The position peaked at $47.2K in Q3 2023. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Bogart Wealth LLC held 1,304 shares of Rivian worth $19.6K as of Q1 2026.
  • Bogart Wealth LLC sold 895 Rivian shares in Q1 2026, an estimated $14.3K.
  • Rivian made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q1 2026, its #734 holding.
  • Bogart Wealth LLC first reported a position in Rivian in Q2 2022 and has held it in 16 quarters since.
  • Bogart Wealth LLC's Rivian position peaked at $47.2K in Q3 2023.
  • 805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.