Cresset Asset Management’s Rivian RIVN Stock Holding History

Cresset Asset Management’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	$467K	Sell	31,005 -13,818	-31%	-$221K	﹤0.01%	1098
2025 Q4	$883K	Buy	44,823 +6,652	+17%	+$106K	﹤0.01%	834
2025 Q3	$560K	Buy	38,171 +16,392	+75%	+$220K	﹤0.01%	977
2025 Q2	$299K	Sell	21,779 -3,521	-14%	-$47.8K	﹤0.01%	1134
2025 Q1	$315K	Buy	25,300 +22	+0.1%	+$277	﹤0.01%	1281
2024 Q4	$336K	Sell	25,278 -14,341	-36%	-$165K	﹤0.01%	1289
2024 Q3	$445K	Buy	39,619 +2,618	+7%	+$37.6K	﹤0.01%	1592
2024 Q2	$497K	Buy	37,001 +17,948	+94%	+$188K	﹤0.01%	1446
2024 Q1	$209K	Sell	19,053 -5,792	-23%	-$83.5K	﹤0.01%	1756
2023 Q4	$583K	Sell	24,845 -1,133	-4%	-$21.3K	﹤0.01%	1150
2023 Q3	$631K	Sell	25,978 -14,033	-35%	-$328K	﹤0.01%	1056
2023 Q2	$667K	Buy	+40,011	New	+$559K	﹤0.01%	1128
2022 Q4	–	Sell	-7,211	Closed	-$237K	–	859
2022 Q3	$237K	Sell	7,211 -13,514	-65%	-$461K	﹤0.01%	748
2022 Q2	$496K	Buy	20,725 +13,854	+202%	+$433K	0.01%	571
2022 Q1	$346K	Sell	6,871 -513	-7%	-$31.2K	﹤0.01%	726
2021 Q4	$765K	Buy	+7,384	New	+$851K	0.01%	537

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