Bordeaux Wealth Advisors’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$479K Buy
34,870
+439
+1% +$5.96K 0.06% 90
2025
Q1
$429K Buy
+34,431
New +$433K 0.08% 97

Other funds holding RIVN

Bordeaux Wealth Advisors's RIVN Position: Q2 2025 in Review

Bordeaux Wealth Advisors increased its Rivian (RIVN) stake by 1.3% in Q2 2025, buying an estimated $5.96K and bringing the position to 34,870 shares worth $479K. The position accounts for 0.06% of the portfolio, ranked #90.

Bordeaux Wealth Advisors first reported a position in RIVN in Q1 2025 and has held it in 2 quarters since. 756 funds tracked by Wall St. Rank hold RIVN as of Q2 2025.

  • Bordeaux Wealth Advisors held 34,870 shares of Rivian worth $479K as of Q2 2025.
  • Bordeaux Wealth Advisors bought 439 Rivian shares in Q2 2025, an estimated $5.96K.
  • Rivian made up 0.06% of Bordeaux Wealth Advisors's portfolio in Q2 2025, its #90 holding.
  • Bordeaux Wealth Advisors first reported a position in Rivian in Q1 2025 and has held it in 2 quarters since.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q2 2025.

Based on Bordeaux Wealth Advisors's 13F filing for Q2 2025, filed 4 Aug 2025.