Clearstead Trust’s Rivian RIVN Stock Holding History

Clearstead Trust’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	$5.54K	Sell	368 -53	-13%	-$847	﹤0.01%	735
2025 Q4	$8.3K	Sell	421 -394	-48%	-$6.25K	﹤0.01%	636
2025 Q3	$12K	Sell	815 -66	-7%	-$884	﹤0.01%	554
2025 Q2	$12.1K	Sell	881 -182	-17%	-$2.47K	﹤0.01%	544
2025 Q1	$13.2K	Buy	1,063 +451	+74%	+$5.68K	﹤0.01%	417
2024 Q4	$8.14K	Buy	612 +95	+18%	+$1.09K	﹤0.01%	370
2024 Q3	$5.8K	Hold	517	–	–	﹤0.01%	369
2024 Q2	$6.94K	Hold	517	–	–	﹤0.01%	374
2024 Q1	$5.66K	Hold	517	–	–	﹤0.01%	377
2023 Q4	$12.1K	Buy	517 +400	+342%	+$7.52K	﹤0.01%	328
2023 Q3	$2.84K	Hold	117	–	–	﹤0.01%	404
2023 Q2	$1.95K	Sell	117 -664	-85%	-$9.28K	﹤0.01%	363
2023 Q1	$12.1K	Hold	781	–	–	﹤0.01%	290
2022 Q4	$14K	Hold	781	–	–	﹤0.01%	298
2022 Q3	$26K	Buy	+781	New	+$26.6K	0.01%	238

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