Capital Analysts LLC’s Rivian RIVN Stock Holding History

Capital Analysts 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	$30K	Hold	2,013	–	–	﹤0.01%	1039
2025 Q4	$40K	Hold	2,013	–	–	﹤0.01%	962
2025 Q3	$30K	Buy	2,013 +543	+37%	+$7.28K	﹤0.01%	983
2025 Q2	$20K	Hold	1,470	–	–	﹤0.01%	1020
2025 Q1	$18K	Hold	1,470	–	–	﹤0.01%	1026
2024 Q4	$20K	Sell	1,470 -7	-0.5%	-$81	﹤0.01%	945
2024 Q3	$17K	Hold	1,477	–	–	﹤0.01%	930
2024 Q2	$20K	Buy	1,477 +7	+0.5%	+$73	﹤0.01%	864
2024 Q1	$16K	Hold	1,470	–	–	﹤0.01%	863
2023 Q4	$34K	Hold	1,470	–	–	﹤0.01%	730
2023 Q3	$36K	Buy	1,470 +195	+15%	+$4.55K	﹤0.01%	678
2023 Q2	$21K	Hold	1,275	–	–	﹤0.01%	718
2023 Q1	$20K	Buy	1,275 +265	+26%	+$4.47K	﹤0.01%	734
2022 Q4	$19K	Sell	1,010 -10	-1%	-$294	﹤0.01%	772
2022 Q3	$34K	Buy	1,020 +285	+39%	+$9.71K	﹤0.01%	638
2022 Q2	$19K	Buy	+735	New	+$23K	﹤0.01%	715
2022 Q1	–	Sell	-100	Closed	-$10K	–	1018
2021 Q4	$10K	Buy	+100	New	+$11.5K	﹤0.01%	813

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