Financial Perspectives’s Rivian RIVN Stock Holding History

Financial Perspectives’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	$4.89K	Hold	325	–	–	﹤0.01%	590
2025 Q4	$6.41K	Hold	325	–	–	﹤0.01%	567
2025 Q3	$4.77K	Hold	325	–	–	﹤0.01%	587
2025 Q2	$4.47K	Hold	325	–	–	﹤0.01%	586
2025 Q1	$4.05K	Hold	325	–	–	﹤0.01%	582
2024 Q4	$4.32K	Hold	325	–	–	﹤0.01%	582
2024 Q3	$3.65K	Hold	325	–	–	﹤0.01%	545
2024 Q2	$4.36K	Sell	325 -120	-27%	-$1.25K	﹤0.01%	526
2024 Q1	$4.87K	Hold	445	–	–	﹤0.01%	513
2023 Q4	$10.4K	Hold	445	–	–	﹤0.01%	463
2023 Q3	$10.8K	Hold	445	–	–	﹤0.01%	441
2023 Q2	$7.41K	Buy	445 +343	+336%	+$4.79K	﹤0.01%	478
2023 Q1	$1.58K	Hold	102	–	–	﹤0.01%	594
2022 Q4	$1.88K	Hold	102	–	–	﹤0.01%	586
2022 Q3	$3.36K	Hold	102	–	–	﹤0.01%	546
2022 Q2	$2.63K	Hold	102	–	–	﹤0.01%	570
2022 Q1	$5.12K	Hold	102	–	–	﹤0.01%	538
2021 Q4	$10.6K	Buy	+102	New	+$11.8K	0.01%	439

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