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 Q2	–	Sell	-20	Closed	-$301	–	130
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Capital & Planning LLC's RIVN Position: Q2 2026 in Review

Capital & Planning LLC sold out of Rivian (RIVN) in Q2 2026, closing a stake of 20 shares — an estimated $301 sold.

Capital & Planning LLC first reported a position in RIVN in Q4 2024 and held it in 2 quarters. The position peaked at $1.62K in Q4 2024. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Capital & Planning LLC reported no remaining Rivian position as of Q2 2026 after selling out during the quarter.
Capital & Planning LLC sold 20 Rivian shares in Q2 2026, an estimated $301.
Capital & Planning LLC first reported a position in Rivian in Q4 2024 and held it in 2 quarters.
Capital & Planning LLC's Rivian position peaked at $1.62K in Q4 2024.
825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.