Cornerstone Planning Group’s Rivian RIVN Stock Holding History

Cornerstone Planning Group’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	$2.53K	Buy	173 +7	+4%	+$112	﹤0.01%	1252
2025 Q4	$2.52K	Buy	166 +163	+5,433%	+$2.59K	﹤0.01%	1143
2025 Q3	$177	Sell	3 -116	-97%	-$1.55K	﹤0.01%	1617
2025 Q2	$1.45K	Buy	119 +68	+133%	+$923	﹤0.01%	1024
2025 Q1	$602	Sell	51 -27	-35%	-$340	﹤0.01%	1247
2024 Q4	$1K	Hold	78	–	–	﹤0.01%	956
2024 Q3	$817	Buy	78 +27	+53%	+$388	﹤0.01%	983
2024 Q2	$746	Hold	51	–	–	﹤0.01%	1007
2024 Q1	$514	Hold	51	–	–	﹤0.01%	936
2023 Q4	$1.2K	Buy	51 +4	+9%	+$75	﹤0.01%	697
2023 Q3	$1.14K	Hold	47	–	–	﹤0.01%	764
2023 Q2	$783	Buy	+47	New	+$657	﹤0.01%	1411
2022 Q4	$743	Buy	+47	New	+$1.38K	﹤0.01%	1409

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