CarsonAllaria Wealth Management’s Rivian RIVN Stock Holding History

CarsonAllaria Wealth Management’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
2025 Q3	–	Sell	-109	Closed	-$1.5K	–	277
2025 Q2	$1.5K	Hold	109	–	–	﹤0.01%	329
2025 Q1	$1.36K	Hold	109	–	–	﹤0.01%	335
2024 Q4	$1.45K	Sell	109 -15	-12%	-$173	﹤0.01%	321
2024 Q3	$1.39K	Hold	124	–	–	﹤0.01%	354
2024 Q2	$1.66K	Hold	124	–	–	﹤0.01%	332
2024 Q1	$1.36K	Hold	124	–	–	﹤0.01%	356
2023 Q4	$2.91K	Hold	124	–	–	﹤0.01%	283
2023 Q3	$3.01K	Hold	124	–	–	﹤0.01%	287
2023 Q2	$2.07K	Buy	124 +15	+14%	+$210	﹤0.01%	313
2023 Q1	$1.69K	Hold	109	–	–	﹤0.01%	309
2022 Q4	$2K	Hold	109	–	–	﹤0.01%	288
2022 Q3	$4K	Hold	109	–	–	﹤0.01%	247
2022 Q2	$3K	Buy	109 +20	+22%	+$625	﹤0.01%	265
2022 Q1	$4K	Buy	89 +57	+178%	+$3.47K	﹤0.01%	272
2021 Q4	$3K	Buy	+32	New	+$3.69K	﹤0.01%	302

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

CarsonAllaria Wealth Management's RIVN Position: Q3 2025 in Review

CarsonAllaria Wealth Management sold out of Rivian (RIVN) in Q3 2025, closing a stake of 109 shares — an estimated $1.5K sold.

CarsonAllaria Wealth Management first reported a position in RIVN in Q4 2021 and held it in 15 quarters. The position peaked at $4K in Q3 2022. 754 funds tracked by Wall St. Rank hold RIVN as of Q3 2025.

CarsonAllaria Wealth Management reported no remaining Rivian position as of Q3 2025 after selling out during the quarter.
CarsonAllaria Wealth Management sold 109 Rivian shares in Q3 2025, an estimated $1.5K.
CarsonAllaria Wealth Management first reported a position in Rivian in Q4 2021 and held it in 15 quarters.
CarsonAllaria Wealth Management's Rivian position peaked at $4K in Q3 2022.
754 funds tracked by Wall St. Rank held Rivian as of Q3 2025.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.