FWP
RIVN icon

Falcon Wealth Planning’s Rivian RIVN Stock Holding History

Falcon Wealth Planning’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 		$302K Sell
17,405
-250
-1% -$3.9K 0.02% 193
2026
Q1 		$266K Sell
17,655
-759
-4% -$12.1K 0.02% 193
2025
Q4 		$363K Buy
+18,414
New +$292K 0.03% 152

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Falcon Wealth Planning's RIVN Position: Q2 2026 in Review

Falcon Wealth Planning reduced its Rivian (RIVN) stake by 1.4% in Q2 2026, selling an estimated $3.9K and leaving 17,405 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #193.

Falcon Wealth Planning first reported a position in RIVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $363K in Q4 2025. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Falcon Wealth Planning held 17,405 shares of Rivian worth $302K as of Q2 2026.
  • Falcon Wealth Planning sold 250 Rivian shares in Q2 2026, an estimated $3.9K.
  • Rivian made up 0.02% of Falcon Wealth Planning's portfolio in Q2 2026, its #193 holding.
  • Falcon Wealth Planning first reported a position in Rivian in Q4 2025 and has held it in 3 quarters since.
  • Falcon Wealth Planning's Rivian position peaked at $363K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Falcon Wealth Planning's 13F filing for Q2 2026, filed 13 Jul 2026.