CWM
RIVN icon

Circle Wealth Management’s Rivian RIVN Stock Holding History

Circle 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
2026
Q2 		$1.67M Buy
96,192
+12,804
+15% +$200K 0.02% 112
2026
Q1 		$1.25M Buy
83,388
+389
+0.5% +$6.22K 0.02% 114
2025
Q4 		$1.64M Buy
+82,999
New +$1.32M 0.03% 100

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Circle Wealth Management's RIVN Position: Q2 2026 in Review

Circle Wealth Management increased its Rivian (RIVN) stake by 15% in Q2 2026, buying an estimated $200K and bringing the position to 96,192 shares worth $1.67M. The position accounts for 0.02% of the portfolio, ranked #112.

Circle Wealth Management first reported a position in RIVN in Q4 2025 and has held it in 3 quarters since. 819 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Circle Wealth Management held 96,192 shares of Rivian worth $1.67M as of Q2 2026.
  • Circle Wealth Management bought 12,804 Rivian shares in Q2 2026, an estimated $200K.
  • Rivian made up 0.02% of Circle Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Circle Wealth Management first reported a position in Rivian in Q4 2025 and has held it in 3 quarters since.
  • 819 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Circle Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.