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 Q2	$217K	Buy	12,535 +213	+2%	+$3.32K	﹤0.01%	317
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

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 New York $210B AUM 57.28% 1-Year Est. Return

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Forum Financial Management's RIVN Position: Q2 2026 in Review

Forum Financial Management increased its Rivian (RIVN) stake by 1.7% in Q2 2026, buying an estimated $3.32K and bringing the position to 12,535 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #317.

Forum Financial Management first reported a position in RIVN in Q3 2023 and has held it in 12 quarters since. The position peaked at $889K in Q4 2025. 819 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Forum Financial Management held 12,535 shares of Rivian worth $217K as of Q2 2026.
Forum Financial Management bought 213 Rivian shares in Q2 2026, an estimated $3.32K.
Rivian made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #317 holding.
Forum Financial Management first reported a position in Rivian in Q3 2023 and has held it in 12 quarters since.
Forum Financial Management's Rivian position peaked at $889K in Q4 2025.
819 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.