Concord Wealth Partners’s Rivian RIVN Stock Holding History

Concord Wealth Partners’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	–	Sell	-2	Closed	-$39	–	656
2025 Q4	$39	Hold	2	–	–	﹤0.01%	836
2025 Q3	$29	Hold	2	–	–	﹤0.01%	821
2025 Q2	$27	Hold	2	–	–	﹤0.01%	850
2025 Q1	$25	Sell	2 -40	-95%	-$503	﹤0.01%	802
2024 Q4	$559	Buy	42 +40	+2,000%	+$460	﹤0.01%	855
2024 Q3	$22	Hold	2	–	–	﹤0.01%	949
2024 Q2	$27	Hold	2	–	–	﹤0.01%	825
2024 Q1	$22	Sell	2 -200	-99%	-$2.88K	﹤0.01%	845
2023 Q4	$4.74K	Hold	202	–	–	﹤0.01%	641
2023 Q3	$4.91K	Hold	202	–	–	﹤0.01%	720
2023 Q2	$3.37K	Hold	202	–	–	﹤0.01%	788
2023 Q1	$3.13K	Hold	202	–	–	﹤0.01%	747
2022 Q4	$3.72K	Buy	+202	New	+$5.95K	﹤0.01%	823
2022 Q3	–	Sell	-977	Closed	-$25K	–	917
2022 Q2	$25K	Buy	+977	New	+$30.5K	0.01%	501
2022 Q1	–	Sell	-92	Closed	-$10K	–	1363
2021 Q4	$10K	Buy	+92	New	+$10.6K	﹤0.01%	788

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Concord Wealth Partners's RIVN Position: Q1 2026 in Review

Concord Wealth Partners sold out of Rivian (RIVN) in Q1 2026, closing a stake of 2 shares — an estimated $39 sold.

Concord Wealth Partners first reported a position in RIVN in Q4 2021 and held it in 15 quarters. The position peaked at $25K in Q2 2022. 809 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

Concord Wealth Partners reported no remaining Rivian position as of Q1 2026 after selling out during the quarter.
Concord Wealth Partners sold 2 Rivian shares in Q1 2026, an estimated $39.
Concord Wealth Partners first reported a position in Rivian in Q4 2021 and held it in 15 quarters.
Concord Wealth Partners's Rivian position peaked at $25K in Q2 2022.
809 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Concord Wealth Partners's 13F filing for Q1 2026, filed 1 May 2026.