Elevation Wealth Partners’s Rivian RIVN Stock Holding History

Elevation Wealth Partners’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	$13K	Buy	749 +123	+20%	+$1.92K	﹤0.01%	729
2026 Q1	$9.42K	Sell	626 -38	-6%	-$607	﹤0.01%	524
2025 Q4	$13.1K	Sell	664 -155	-19%	-$2.46K	﹤0.01%	444
2025 Q3	$12K	Hold	819	–	–	﹤0.01%	375
2025 Q2	$11.3K	Hold	819	–	–	﹤0.01%	359
2025 Q1	$10.2K	Hold	819	–	–	﹤0.01%	369
2024 Q4	$10.9K	Hold	819	–	–	﹤0.01%	366
2024 Q3	$9.19K	Hold	819	–	–	﹤0.01%	360
2024 Q2	$11K	Hold	819	–	–	0.01%	341
2024 Q1	$8.97K	Buy	819 +626	+324%	+$9.02K	﹤0.01%	362
2023 Q4	$4.69K	Hold	193	–	–	﹤0.01%	372
2023 Q3	$4.69K	Hold	193	–	–	﹤0.01%	280
2023 Q2	$3.22K	Buy	193 +155	+408%	+$2.17K	﹤0.01%	294
2023 Q1	$589	Buy	+38	New	+$642	﹤0.01%	321

Other funds holding RIVN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWM

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

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

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Elevation Wealth Partners's RIVN Position: Q2 2026 in Review

Elevation Wealth Partners increased its Rivian (RIVN) stake by 20% in Q2 2026, buying an estimated $1.92K and bringing the position to 749 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #729.

Elevation Wealth Partners first reported a position in RIVN in Q1 2023 and has held it in 14 quarters since. The position peaked at $13.1K in Q4 2025. 121 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Elevation Wealth Partners held 749 shares of Rivian worth $13K as of Q2 2026.
Elevation Wealth Partners bought 123 Rivian shares in Q2 2026, an estimated $1.92K.
Rivian made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #729 holding.
Elevation Wealth Partners first reported a position in Rivian in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's Rivian position peaked at $13.1K in Q4 2025.
121 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.