Hantz Financial Services’s Rivian RIVN Stock Holding History

Hantz Financial Services’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	$55K	Buy	3,687 +471	+15%	+$7.53K	﹤0.01%	1520
2025 Q4	$63K	Sell	3,216 -3	-0.1%	-$48	﹤0.01%	1341
2025 Q3	$47K	Buy	3,219 +3	+0.1%	+$40	﹤0.01%	1245
2025 Q2	$44K	Buy	3,216 +156	+5%	+$2.12K	﹤0.01%	1004
2025 Q1	$38K	Hold	3,060	–	–	﹤0.01%	742
2024 Q4	$41K	Buy	3,060 +50	+2%	+$575	﹤0.01%	684
2024 Q3	$34K	Buy	3,010 +2,900	+2,636%	+$41.7K	﹤0.01%	690
2024 Q2	$1K	Buy	110 +34	+45%	+$355	﹤0.01%	1023
2024 Q1	$1K	Hold	76	–	–	﹤0.01%	1156
2023 Q4	$2K	Buy	76 +16	+27%	+$301	﹤0.01%	1038
2023 Q3	$1K	Hold	60	–	–	﹤0.01%	1085
2023 Q2	$1K	Hold	60	–	–	﹤0.01%	1052
2023 Q1	$1K	Hold	60	–	–	﹤0.01%	1072
2022 Q4	$1K	Hold	60	–	–	﹤0.01%	1039
2022 Q3	$2K	Hold	60	–	–	﹤0.01%	974
2022 Q2	$2K	Sell	60 -2	-3%	-$62	﹤0.01%	945
2022 Q1	$3K	Buy	62 +8	+15%	+$487	﹤0.01%	935
2021 Q4	$6K	Buy	+54	New	+$6.22K	﹤0.01%	752

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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