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
2022
Q4 		– Sell
-400
Closed -$1K – 4210
2022
Q3 		$1K Hold
400
– – ﹤0.01% 3739
2022
Q2 		$1K Buy
+400
New +$12.5K ﹤0.01% 3619

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 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 $110B AUM 4.8% 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

Carson Wealth (CWM LLC)'s RIVN Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Rivian (RIVN) stake by 28% in Q1 2026, buying an estimated $82K and bringing the position to 23,520 shares worth $354K. The position accounts for ﹤0.01% of the portfolio, ranked #2277.

Carson Wealth (CWM LLC) first reported a position in RIVN in Q4 2021 and has held it in 17 quarters since. The position peaked at $535K in Q2 2024. 806 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Carson Wealth (CWM LLC) held 23,520 shares of Rivian worth $354K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,130 Rivian shares in Q1 2026, an estimated $82K.
  • Rivian made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2277 holding.
  • Carson Wealth (CWM LLC) first reported a position in Rivian in Q4 2021 and has held it in 17 quarters since.
  • Carson Wealth (CWM LLC)'s Rivian position peaked at $535K in Q2 2024.
  • 806 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.