Dynamic Advisor Solutions’s Rivian RIVN Stock Holding History

Dynamic Advisor Solutions’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	–	Sell	-21,084	Closed	-$317K	–	1088
2026 Q1	$317K	Buy	21,084 +3,740	+22%	+$59.8K	0.01%	793
2025 Q4	$342K	Sell	17,344 -833	-5%	-$13.2K	0.01%	736
2025 Q3	$267K	Buy	18,177 +55	+0.3%	+$737	0.01%	809
2025 Q2	$249K	Sell	18,122 -3,393	-16%	-$46K	0.01%	797
2025 Q1	$268K	Buy	21,515 +1,892	+10%	+$23.8K	0.01%	745
2024 Q4	$261K	Sell	19,623 -1,735	-8%	-$20K	0.01%	567
2024 Q3	$240K	Buy	21,358 +147	+0.7%	+$2.11K	0.01%	829
2024 Q2	$285K	Buy	21,211 +49	+0.2%	+$512	0.01%	781
2024 Q1	$232K	Buy	21,162 +9,494	+81%	+$137K	0.01%	821
2023 Q4	$223K	Sell	11,668 -571	-5%	-$10.7K	0.01%	807
2023 Q3	$297K	Buy	12,239 +1,861	+18%	+$43.5K	0.01%	660
2023 Q2	$173K	Buy	+10,378	New	+$145K	0.01%	749
2022 Q4	–	Sell	-9,114	Closed	-$300K	–	750
2022 Q3	$300K	Buy	+9,114	New	+$311K	0.02%	526
2022 Q1	–	Sell	-2,011	Closed	-$209K	–	774
2021 Q4	$209K	Buy	+2,011	New	+$232K	0.01%	673

Other funds holding RIVN

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return