PWMAI
RIVN icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Rivian RIVN Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
2025
Q2 		– Sell
-3
Closed -$37 – 524
2025
Q1 		$37 Hold
3
– – ﹤0.01% 473
2024
Q4 		$40 Hold
3
– – ﹤0.01% 470
2024
Q3 		$34 Hold
3
– – ﹤0.01% 375
2024
Q2 		$40 Hold
3
– – ﹤0.01% 358
2024
Q1 		$33 Hold
3
– – ﹤0.01% 346
2023
Q4 		$70 Buy
+3
New +$56 ﹤0.01% 313

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RIVN Position: Q2 2025 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Rivian (RIVN) in Q2 2025, closing a stake of 3 shares — an estimated $37 sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RIVN in Q4 2023 and held it in 6 quarters. The position peaked at $70 in Q4 2023. 756 funds tracked by Wall St. Rank hold RIVN as of Q2 2025.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Rivian position as of Q2 2025 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 3 Rivian shares in Q2 2025, an estimated $37.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Rivian in Q4 2023 and held it in 6 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Rivian position peaked at $70 in Q4 2023.
  • 756 funds tracked by Wall St. Rank held Rivian as of Q2 2025.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2025, filed 7 Aug 2026.