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Global Wealth Strategies & Associates’s Rivian RIVN Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-860
Closed -$12.9K – 380
2026
Q1 		$12.9K Hold
860
– – ﹤0.01% 294
2025
Q4 		$17K Hold
860
– – ﹤0.01% 253
2025
Q3 		$12.6K Hold
860
– – ﹤0.01% 263
2025
Q2 		$11.8K Hold
860
– – ﹤0.01% 208
2025
Q1 		$10.7K Hold
860
– – ﹤0.01% 252
2024
Q4 		$11.4K Hold
860
– – ﹤0.01% 214
2024
Q3 		$9.65K Hold
860
– – ﹤0.01% 200
2024
Q2 		$11.5K Hold
860
– – ﹤0.01% 169
2024
Q1 		$9.42K Buy
860
+766
+815% +$11K ﹤0.01% 184
2023
Q4 		$2.21K Buy
94
+34
+57% +$639 ﹤0.01% 252
2023
Q3 		$1.46K Hold
60
– – ﹤0.01% 275
2023
Q2 		$1K Hold
60
– – ﹤0.01% 274
2023
Q1 		$929 Hold
60
– – ﹤0.01% 295
2022
Q4 		$1.11K Buy
+60
New +$1.77K ﹤0.01% 296

Other funds holding RIVN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
NIWA
New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return
C
Certuity North Palm Beach, Florida $2.03B AUM 88.59% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Global Wealth Strategies & Associates's RIVN Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Rivian (RIVN) in Q2 2026, closing a stake of 860 shares — an estimated $12.9K sold.

Global Wealth Strategies & Associates first reported a position in RIVN in Q4 2022 and held it in 14 quarters. The position peaked at $17K in Q4 2025. 246 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Rivian position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 860 Rivian shares in Q2 2026, an estimated $12.9K.
  • Global Wealth Strategies & Associates first reported a position in Rivian in Q4 2022 and held it in 14 quarters.
  • Global Wealth Strategies & Associates's Rivian position peaked at $17K in Q4 2025.
  • 246 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.