Forum Financial Management’s Rivian RIVN Stock Holding History

Forum Financial Management’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	$185K	Sell	12,322 -32,787	-73%	-$524K	﹤0.01%	310
2025 Q4	$889K	Buy	45,109 +11,473	+34%	+$182K	0.01%	273
2025 Q3	$494K	Sell	33,636 -18,895	-36%	-$253K	0.01%	460
2025 Q2	$722K	Buy	52,531 +15,362	+41%	+$208K	0.01%	293
2025 Q1	$463K	Buy	37,169 +16,888	+83%	+$213K	0.01%	401
2024 Q4	$270K	Sell	20,281 -970	-5%	-$11.2K	﹤0.01%	678
2024 Q3	$238K	Buy	21,251 +3,366	+19%	+$48.4K	﹤0.01%	634
2024 Q2	$240K	Buy	17,885 +5,348	+43%	+$55.9K	﹤0.01%	580
2024 Q1	$137K	Buy	12,537 +104	+0.8%	+$1.5K	﹤0.01%	724
2023 Q4	$292K	Buy	12,433 +4,084	+49%	+$76.8K	0.01%	468
2023 Q3	$203K	Buy	+8,349	New	+$195K	﹤0.01%	593

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