Clearstead Advisors’s Rivian RIVN Stock Holding History

Clearstead Advisors’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	$1.45M	Buy	96,040 +95,558	+19,825%	+$1.53M	0.01%	434
2025 Q4	$9.5K	Buy	482 +48	+11%	+$762	﹤0.01%	1894
2025 Q3	$6.37K	Sell	434 -390	-47%	-$5.23K	﹤0.01%	2070
2025 Q2	$11.3K	Sell	824 -1,682	-67%	-$22.8K	﹤0.01%	1846
2025 Q1	$31.2K	Sell	2,506 -12	-0.5%	-$151	﹤0.01%	1290
2024 Q4	$33.5K	Buy	2,518 +38	+2%	+$437	﹤0.01%	1258
2024 Q3	$27.8K	Buy	2,480 +1,315	+113%	+$18.9K	﹤0.01%	1343
2024 Q2	$15.6K	Buy	1,165 +370	+47%	+$3.87K	﹤0.01%	1443
2024 Q1	$8.67K	Buy	795 +10	+1%	+$144	﹤0.01%	1084
2023 Q4	$18.4K	Sell	785 -902	-53%	-$17K	﹤0.01%	962
2023 Q3	$41K	Buy	1,687 +902	+115%	+$21.1K	﹤0.01%	914
2023 Q2	$13.1K	Sell	785 -800	-50%	-$11.2K	﹤0.01%	953
2023 Q1	$24.5K	Buy	1,585 +300	+23%	+$5.07K	﹤0.01%	811
2022 Q4	$23.7K	Buy	1,285 +316	+33%	+$9.3K	﹤0.01%	768
2022 Q3	$32K	Sell	969 -817	-46%	-$27.8K	﹤0.01%	695
2022 Q2	$46K	Sell	1,786 -30	-2%	-$937	﹤0.01%	637
2022 Q1	$91K	Buy	1,816 +862	+90%	+$52.5K	0.01%	569
2021 Q4	$99K	Buy	+954	New	+$110K	0.01%	528

Other funds holding RIVN

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

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 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