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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
Q2 		$23.8K Buy
1,372
+68
+5% +$1.06K ﹤0.01% 747
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 $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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's RIVN Position: Q2 2026 in Review

Bogart Wealth LLC increased its Rivian (RIVN) stake by 5.2% in Q2 2026, buying an estimated $1.06K and bringing the position to 1,372 shares worth $23.8K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Bogart Wealth LLC first reported a position in RIVN in Q2 2022 and has held it in 17 quarters since. The position peaked at $47.2K in Q3 2023. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Bogart Wealth LLC held 1,372 shares of Rivian worth $23.8K as of Q2 2026.
  • Bogart Wealth LLC bought 68 Rivian shares in Q2 2026, an estimated $1.06K.
  • Rivian made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #747 holding.
  • Bogart Wealth LLC first reported a position in Rivian in Q2 2022 and has held it in 17 quarters since.
  • Bogart Wealth LLC's Rivian position peaked at $47.2K in Q3 2023.
  • 825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.