CPL
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Capital & Planning LLC’s Rivian RIVN Stock Holding History

Capital & Planning 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 		$301 Buy
+20
New +$320 ﹤0.01% 164
2025
Q1 		– Sell
-122
Closed -$1.62K – 149
2024
Q4 		$1.62K Buy
+122
New +$1.4K ﹤0.01% 167

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital & Planning LLC's RIVN Position: Q1 2026 in Review

Capital & Planning LLC opened a new position in Rivian (RIVN) in Q1 2026: 20 shares worth $301. The stake represents ﹤0.01% of the portfolio and ranks #164 among its holdings. This is a return to the name: Capital & Planning LLC previously reported a position in RIVN as recently as Q4 2024.

Capital & Planning LLC first reported a position in RIVN in Q4 2024 and has held it in 2 quarters since. The position peaked at $1.62K in Q4 2024. 809 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Capital & Planning LLC held 20 shares of Rivian worth $301 as of Q1 2026.
  • Rivian was a new Capital & Planning LLC position in Q1 2026.
  • Rivian made up ﹤0.01% of Capital & Planning LLC's portfolio in Q1 2026, its #164 holding.
  • Capital & Planning LLC first reported a position in Rivian in Q4 2024 and has held it in 2 quarters since.
  • Capital & Planning LLC's Rivian position peaked at $1.62K in Q4 2024.
  • 809 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Capital & Planning LLC's 13F filing for Q1 2026, filed 18 May 2026.