CWM
RIVN icon

Compass Wealth Management’s Rivian RIVN Stock Holding History

Compass 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
Q2 		– Sell
-600
Closed -$7.47K – 349
2025
Q1 		$7.47K Hold
600
– – ﹤0.01% 362
2024
Q4 		$7.98K Hold
600
– – ﹤0.01% 350
2024
Q3 		$6.73K Hold
600
– – ﹤0.01% 364
2024
Q2 		$8.05K Hold
600
– – ﹤0.01% 362
2024
Q1 		$6.57K Hold
600
– – ﹤0.01% 362
2023
Q4 		$14.1K Hold
600
– – ﹤0.01% 329
2023
Q3 		$14.6K Buy
600
+100
+20% +$2.33K ﹤0.01% 336
2023
Q2 		$8.33K Buy
+500
New +$6.99K ﹤0.01% 364

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Compass Wealth Management's RIVN Position: Q2 2025 in Review

Compass Wealth Management sold out of Rivian (RIVN) in Q2 2025, closing a stake of 600 shares — an estimated $7.47K sold.

Compass Wealth Management first reported a position in RIVN in Q2 2023 and held it in 8 quarters. The position peaked at $14.6K in Q3 2023. 756 funds tracked by Wall St. Rank hold RIVN as of Q2 2025.

  • Compass Wealth Management reported no remaining Rivian position as of Q2 2025 after selling out during the quarter.
  • Compass Wealth Management sold 600 Rivian shares in Q2 2025, an estimated $7.47K.
  • Compass Wealth Management first reported a position in Rivian in Q2 2023 and held it in 8 quarters.
  • Compass Wealth Management's Rivian position peaked at $14.6K in Q3 2023.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q2 2025.

Based on Compass Wealth Management's 13F filing for Q2 2025, filed 8 Aug 2025.