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Everhart Financial Group’s Rivian RIVN Stock Holding History

Everhart Financial Group’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 		$291K Sell
16,768
-1,732
-9% -$27K 0.02% 376
2026
Q1 		$278K Buy
18,500
+7,307
+65% +$117K 0.02% 368
2025
Q4 		$221K Buy
+11,193
New +$178K 0.02% 392
2023
Q4 		– Sell
-11,653
Closed -$283K – 250
2023
Q3 		$283K Buy
+11,653
New +$272K 0.12% 159

Other funds holding RIVN

Swedbank
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
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PL
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

Everhart Financial Group's RIVN Position: Q2 2026 in Review

Everhart Financial Group reduced its Rivian (RIVN) stake by 9.4% in Q2 2026, selling an estimated $27K and leaving 16,768 shares worth $291K. The position accounts for 0.02% of the portfolio, ranked #376.

Everhart Financial Group first reported a position in RIVN in Q3 2023 and has held it in 4 quarters since. 129 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Everhart Financial Group held 16,768 shares of Rivian worth $291K as of Q2 2026.
  • Everhart Financial Group sold 1,732 Rivian shares in Q2 2026, an estimated $27K.
  • Rivian made up 0.02% of Everhart Financial Group's portfolio in Q2 2026, its #376 holding.
  • Everhart Financial Group first reported a position in Rivian in Q3 2023 and has held it in 4 quarters since.
  • 129 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.