Carson Wealth (CWM LLC)
RIVN icon

Carson Wealth (CWM LLC)’s Rivian RIVN Stock Holding History

Carson Wealth (CWM 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 		$354K Buy
23,520
+5,130
+28% +$82K ﹤0.01% 2277
2025
Q4 		$362K Sell
18,390
-4,677
-20% -$74.2K ﹤0.01% 2133
2025
Q3 		$339K Sell
23,067
-1,612
-7% -$21.6K ﹤0.01% 2025
2025
Q2 		$339K Sell
24,679
-2,170
-8% -$29.4K ﹤0.01% 1786
2025
Q1 		$334K Buy
26,849
+1,609
+6% +$20.2K ﹤0.01% 1614
2024
Q4 		$336K Sell
25,240
-20,876
-45% -$240K ﹤0.01% 1530
2024
Q3 		$517K Buy
46,116
+6,234
+16% +$89.6K ﹤0.01% 1302
2024
Q2 		$535K Buy
39,882
+17,174
+76% +$179K ﹤0.01% 1166
2024
Q1 		$249K Buy
22,708
+1,885
+9% +$27.2K ﹤0.01% 1411
2023
Q4 		$489K Buy
20,823
+949
+5% +$17.8K ﹤0.01% 1067
2023
Q3 		$483K Buy
19,874
+749
+4% +$17.5K ﹤0.01% 991
2023
Q2 		$319K Buy
19,125
+4,301
+29% +$60.1K ﹤0.01% 1087
2023
Q1 		$229K Sell
14,824
-1,050
-7% -$17.7K ﹤0.01% 1149
2022
Q4 		$293K Buy
15,874
+394
+3% +$11.6K ﹤0.01% 964
2022
Q3 		$509K Buy
15,480
+338
+2% +$11.5K ﹤0.01% 744
2022
Q2 		$390K Buy
+15,142
New +$473K ﹤0.01% 811
2022
Q1 		– Sell
-3,591
Closed -$372K – 3821
2021
Q4 		$372K Buy
+3,591
New +$414K ﹤0.01% 809

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
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
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 $1.47T 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