EverSource Wealth Advisors’s Rivian RIVN Stock Holding History

EverSource 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	$87K	Buy	5,782 +528	+10%	+$8.44K	﹤0.01%	1519
2025 Q4	$104K	Buy	5,254 +516	+11%	+$8.19K	﹤0.01%	1291
2025 Q3	$69.6K	Sell	4,738 -1,848	-28%	-$24.8K	﹤0.01%	1473
2025 Q2	$90.5K	Buy	6,586 +3,654	+125%	+$49.6K	﹤0.01%	1266
2025 Q1	$36.5K	Buy	2,932 +249	+9%	+$3.13K	﹤0.01%	1393
2024 Q4	$35.7K	Buy	2,683 +61	+2%	+$702	﹤0.01%	1340
2024 Q3	$29.4K	Sell	2,622 -108	-4%	-$1.55K	﹤0.01%	1291
2024 Q2	$44.8K	Buy	2,730 +106	+4%	+$1.11K	﹤0.01%	1143
2024 Q1	$23.4K	Buy	2,624 +2,380	+975%	+$34.3K	﹤0.01%	1284
2023 Q4	$5.72K	Sell	244 -303	-55%	-$5.7K	﹤0.01%	1803
2023 Q3	$13.3K	Sell	547 -23	-4%	-$537	﹤0.01%	1296
2023 Q2	$9.5K	Sell	570 -1,056	-65%	-$14.8K	﹤0.01%	1468
2023 Q1	$25.2K	Buy	1,626 +883	+119%	+$14.9K	﹤0.01%	1002
2022 Q4	$13.7K	Buy	743 +564	+315%	+$16.6K	﹤0.01%	1206
2022 Q3	$5K	Buy	179 +44	+33%	+$1.5K	﹤0.01%	1395
2022 Q2	$3K	Sell	135 -116	-46%	-$3.62K	﹤0.01%	1425
2022 Q1	$13K	Buy	251 +106	+73%	+$6.45K	﹤0.01%	883
2021 Q4	$15K	Buy	+145	New	+$16.7K	﹤0.01%	807

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 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 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