Brown, Lisle/Cummings’s Rivian RIVN Stock Holding History

Brown, Lisle/Cummings’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	$3.01K	Hold	200	–	–	﹤0.01%	746
2025 Q4	$3.94K	Hold	200	–	–	﹤0.01%	577
2025 Q3	$2.94K	Hold	200	–	–	﹤0.01%	616
2025 Q2	$2.75K	Hold	200	–	–	﹤0.01%	625
2025 Q1	$2.49K	Hold	200	–	–	﹤0.01%	631
2024 Q4	$2.66K	Hold	200	–	–	﹤0.01%	587
2024 Q3	$2.24K	Hold	200	–	–	﹤0.01%	570
2024 Q2	$2.68K	Hold	200	–	–	﹤0.01%	548
2024 Q1	$2.19K	Hold	200	–	–	﹤0.01%	522
2023 Q4	$4.69K	Sell	200 -40	-17%	-$752	﹤0.01%	494
2023 Q3	$5.83K	Hold	240	–	–	﹤0.01%	456
2023 Q2	$4K	Hold	240	–	–	﹤0.01%	483
2023 Q1	$3.71K	Hold	240	–	–	﹤0.01%	468
2022 Q4	$4.42K	Sell	240 -100	-29%	-$2.94K	﹤0.01%	447
2022 Q3	$11.2K	Hold	340	–	–	0.01%	364
2022 Q2	$8.75K	Hold	340	–	–	﹤0.01%	373
2022 Q1	$17.1K	Hold	340	–	–	0.01%	347
2021 Q4	$35.3K	Buy	+340	New	+$39.2K	0.02%	300

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T 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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

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 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