EWA
RIVN icon

EP Wealth Advisors’s Rivian RIVN Stock Holding History

EP Wealth Advisors’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 		$220K Sell
14,603
-5,575
-28% -$89.1K ﹤0.01% 1361
2025
Q4 		$398K Buy
+20,178
New +$320K ﹤0.01% 981
2025
Q2 		$250K Buy
18,213
+3,314
+22% +$45K ﹤0.01% 1121
2025
Q1 		$185K Buy
14,899
+4,211
+39% +$53K ﹤0.01% 1153
2024
Q4 		$142K Sell
10,688
-787
-7% -$9.06K ﹤0.01% 1153
2024
Q3 		$129K Buy
+11,475
New +$165K ﹤0.01% 1114
2022
Q2 		– Sell
-4,247
Closed -$213K – 685
2022
Q1 		$213K Buy
+4,247
New +$258K ﹤0.01% 560

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
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
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
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