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Cape Investment Advisory’s Rivian RIVN Stock Holding History

Cape Investment Advisory’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 		– Sell
-200
Closed -$3.94K – 970
2025
Q4 		$3.94K Hold
200
– – ﹤0.01% 966
2025
Q3 		$2.94K Sell
200
-150
-43% -$2.01K ﹤0.01% 623
2025
Q2 		$4.81K Buy
+350
New +$4.75K ﹤0.01% 764
2025
Q1 		– Sell
-100
Closed -$1.33K – 1185
2024
Q4 		$1.33K Buy
+100
New +$1.15K ﹤0.01% 929
2024
Q3 		– Sell
-15
Closed -$201 – 981
2024
Q2 		$201 Hold
15
– – ﹤0.01% 895
2024
Q1 		$164 Sell
15
-405
-96% -$5.84K ﹤0.01% 912
2023
Q4 		$9.85K Buy
420
+381
+977% +$7.16K ﹤0.01% 667
2023
Q3 		$947 Hold
39
– – ﹤0.01% 839
2023
Q2 		$650 Hold
39
– – ﹤0.01% 846
2023
Q1 		$604 Buy
+39
New +$659 ﹤0.01% 903

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

Cape Investment Advisory's RIVN Position: Q1 2026 in Review

Cape Investment Advisory sold out of Rivian (RIVN) in Q1 2026, closing a stake of 200 shares — an estimated $3.94K sold.

Cape Investment Advisory first reported a position in RIVN in Q1 2023 and held it in 10 quarters. The position peaked at $9.85K in Q4 2023. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Cape Investment Advisory reported no remaining Rivian position as of Q1 2026 after selling out during the quarter.
  • Cape Investment Advisory sold 200 Rivian shares in Q1 2026, an estimated $3.94K.
  • Cape Investment Advisory first reported a position in Rivian in Q1 2023 and held it in 10 quarters.
  • Cape Investment Advisory's Rivian position peaked at $9.85K in Q4 2023.
  • 805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.