Creative Financial Designs’s Rivian RIVN Stock Holding History

Creative Financial Designs’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	$143K	Buy	9,505 +300	+3%	+$4.8K	0.01%	601
2025 Q4	$181K	Buy	9,205 +25	+0.3%	+$397	0.01%	487
2025 Q3	$135K	Buy	9,180 +1,927	+27%	+$25.8K	0.01%	565
2025 Q2	$99.7K	Sell	7,253 -20	-0.3%	-$271	0.01%	670
2025 Q1	$90.5K	Sell	7,273 -630	-8%	-$7.93K	0.01%	644
2024 Q4	$105K	Buy	7,903 +1,754	+29%	+$20.2K	0.01%	593
2024 Q3	$69K	Hold	6,149	–	–	0.01%	688
2024 Q2	$82.5K	Buy	6,149 +856	+16%	+$8.95K	0.01%	624
2024 Q1	$58K	Buy	5,293 +1,000	+23%	+$14.4K	0.01%	693
2023 Q4	$101K	Buy	4,293 +1,240	+41%	+$23.3K	0.01%	535
2023 Q3	$74.1K	Buy	3,053 +1,191	+64%	+$27.8K	0.01%	543
2023 Q2	$31K	Buy	1,862 +120	+7%	+$1.68K	﹤0.01%	753
2023 Q1	$27K	Hold	1,742	–	–	﹤0.01%	743
2022 Q4	$32.1K	Hold	1,742	–	–	﹤0.01%	652
2022 Q3	$57K	Sell	1,742 -150	-8%	-$5.11K	0.01%	530
2022 Q2	$49K	Buy	1,892 +124	+7%	+$3.87K	0.01%	552
2022 Q1	$89K	Buy	+1,768	New	+$108K	0.01%	443

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