Concurrent Investment Advisors’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,500
Closed -$58.6K 981
2023
Q4
$58.6K Buy
+2,500
New +$47K ﹤0.01% 828

Other funds holding RIVN

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.