EFS
RIVN icon

Essex Financial Services’s Rivian RIVN Stock Holding History

Essex Financial Services’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 		$241K Buy
16,042
+1,755
+12% +$28.1K 0.01% 690
2025
Q4 		$282K Buy
14,287
+604
+4% +$9.59K 0.02% 625
2025
Q3 		$201K Sell
13,683
-1,051
-7% -$14.1K 0.01% 723
2025
Q2 		$202K Sell
14,734
-2,442
-14% -$33.1K 0.01% 658
2025
Q1 		$214K Buy
17,176
+1,946
+13% +$24.5K 0.02% 588
2024
Q4 		$203K Sell
15,230
-1,477
-9% -$17K 0.01% 605
2024
Q3 		$175K Sell
16,707
-2,985
-15% -$42.9K 0.01% 604
2024
Q2 		$290K Buy
19,692
+7,709
+64% +$80.6K 0.02% 490
2024
Q1 		$131K Buy
11,983
+750
+7% +$10.8K 0.01% 525
2023
Q4 		$264K Sell
11,233
-758
-6% -$14.3K 0.03% 423
2023
Q3 		$291K Buy
11,991
+1,323
+12% +$30.9K 0.03% 377
2023
Q2 		$178K Buy
+10,668
New +$149K 0.02% 458

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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 $1.56T 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

Essex Financial Services's RIVN Position: Q1 2026 in Review

Essex Financial Services increased its Rivian (RIVN) stake by 12% in Q1 2026, buying an estimated $28.1K and bringing the position to 16,042 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #690.

Essex Financial Services first reported a position in RIVN in Q2 2023 and has held it in 12 quarters since. The position peaked at $291K in Q3 2023. 806 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • Essex Financial Services held 16,042 shares of Rivian worth $241K as of Q1 2026.
  • Essex Financial Services bought 1,755 Rivian shares in Q1 2026, an estimated $28.1K.
  • Rivian made up 0.01% of Essex Financial Services's portfolio in Q1 2026, its #690 holding.
  • Essex Financial Services first reported a position in Rivian in Q2 2023 and has held it in 12 quarters since.
  • Essex Financial Services's Rivian position peaked at $291K in Q3 2023.
  • 806 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.