Concurrent Investment Advisors’s Rivian RIVN Stock Holding History

Concurrent Investment 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 Q2	$52K	Buy	3,000 +1,000	+50%	+$15.6K	﹤0.01%	2064
2026 Q1	$30.1K	Hold	2,000	–	–	﹤0.01%	1892
2025 Q4	$39.4K	Sell	2,000 -5,000	-71%	-$79.4K	﹤0.01%	1747
2025 Q3	$103K	Buy	7,000 +3,000	+75%	+$40.2K	﹤0.01%	1424
2025 Q2	$55K	Hold	4,000	–	–	﹤0.01%	1348
2025 Q1	$49.8K	Buy	4,000 +1,900	+90%	+$23.9K	﹤0.01%	1199
2024 Q4	$27.9K	Sell	2,100 -500	-19%	-$5.75K	﹤0.01%	1083
2024 Q3	$29.2K	Buy	2,600 +2,500	+2,500%	+$35.9K	﹤0.01%	1040
2024 Q2	$1.34K	Hold	100	–	–	﹤0.01%	988
2024 Q1	$1.09K	Buy	+100	New	+$1.44K	﹤0.01%	922

Other funds holding RIVN

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FAF

Fjarde Ap-fonden Stockholm, Sweden $20.9B AUM 36.93% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Concurrent Investment Advisors's RIVN Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Rivian (RIVN) stake by 61% in Q2 2026, selling an estimated $272K and leaving 11,200 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

Concurrent Investment Advisors first reported a position in RIVN in Q4 2023 and has held it in 11 quarters since. The position peaked at $464K in Q4 2025. 289 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Concurrent Investment Advisors held 11,200 shares of Rivian worth $194K as of Q2 2026.
Concurrent Investment Advisors sold 17,471 Rivian shares in Q2 2026, an estimated $272K.
Rivian made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1955 holding.
Concurrent Investment Advisors first reported a position in Rivian in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Rivian position peaked at $464K in Q4 2025.
289 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.