GoalVest Advisory’s Rivian RIVN Stock Holding History

GoalVest Advisory’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	–	Sell	-366	Closed	-$7.21K	–	532
2025 Q4	$7.21K	Buy	+366	New	+$5.81K	﹤0.01%	444

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

GoalVest Advisory's RIVN Position: Q1 2026 in Review

GoalVest Advisory sold out of Rivian (RIVN) in Q1 2026, closing a stake of 366 shares — an estimated $7.21K sold.

GoalVest Advisory first reported a position in RIVN in Q4 2025 and held it in 1 quarter. The position peaked at $7.21K in Q4 2025. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

GoalVest Advisory reported no remaining Rivian position as of Q1 2026 after selling out during the quarter.
GoalVest Advisory sold 366 Rivian shares in Q1 2026, an estimated $7.21K.
GoalVest Advisory first reported a position in Rivian in Q4 2025 and held it in 1 quarter.
GoalVest Advisory's Rivian position peaked at $7.21K in Q4 2025.
805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on GoalVest Advisory's 13F filing for Q1 2026, filed 13 Apr 2026.