Center for Financial Planning’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$22.6K Hold
1,305
– – ﹤0.01% 412
2026
Q1
$19.6K Buy
1,305
+1,240
+1,908% +$19.8K ﹤0.01% 419
2025
Q4
$1.28K Buy
65
+5
+8% +$79 ﹤0.01% 633
2025
Q3
$881 Hold
60
– – ﹤0.01% 619
2025
Q2
$825 Hold
60
– – ﹤0.01% 603
2025
Q1
$747 Hold
60
– – ﹤0.01% 654
2024
Q4
$798 Sell
60
-13
-18% -$150 ﹤0.01% 619
2024
Q3
$820 Hold
73
– – ﹤0.01% 527
2024
Q2
$980 Buy
73
+2
+3% +$21 ﹤0.01% 530
2024
Q1
$778 Buy
71
+52
+274% +$749 ﹤0.01% 564
2023
Q4
$446 Hold
19
– – ﹤0.01% 505
2023
Q3
$462 Hold
19
– – ﹤0.01% 496
2023
Q2
$317 Hold
19
– – ﹤0.01% 548
2023
Q1
$295 Hold
19
– – ﹤0.01% 513
2022
Q4
$350 Hold
19
– – ﹤0.01% 517
2022
Q3
$1K Hold
19
– – ﹤0.01% 613
2022
Q2
$0 Hold
19
– – ﹤0.01% 556
2022
Q1
$1K Hold
19
– – ﹤0.01% 519
2021
Q4
$2K Buy
+19
New +$2.19K ﹤0.01% 489

Other funds holding RIVN

Center for Financial Planning's RIVN Position: Q2 2026 in Review

Center for Financial Planning held its Rivian (RIVN) position steady in Q2 2026 at 1,305 shares worth $22.6K. The position accounts for ﹤0.01% of the portfolio, ranked #412.

Center for Financial Planning first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Center for Financial Planning held 1,305 shares of Rivian worth $22.6K as of Q2 2026.
  • Center for Financial Planning left its Rivian share count unchanged in Q2 2026.
  • Rivian made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #412 holding.
  • Center for Financial Planning first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
  • 825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.