HB Wealth Management’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$697K Sell
40,191
-2,068
-5% -$32.3K ﹤0.01% 935
2026
Q1
$636K Buy
42,259
+11,830
+39% +$189K ﹤0.01% 857
2025
Q4
$600K Buy
30,429
+8,719
+40% +$138K ﹤0.01% 831
2025
Q3
$319K Buy
21,710
+1,920
+10% +$25.7K ﹤0.01% 1043
2025
Q2
$272K Sell
19,790
-43,222
-69% -$586K ﹤0.01% 981
2025
Q1
$784K Sell
63,012
-262
-0.4% -$3.3K 0.01% 608
2024
Q4
$842K Buy
63,274
+40,256
+175% +$463K 0.01% 452
2024
Q3
$258K Buy
23,018
+1,899
+9% +$27.3K ﹤0.01% 810
2024
Q2
$283K Buy
21,119
+8,493
+67% +$88.7K ﹤0.01% 736
2024
Q1
$138K Buy
+12,626
New +$182K ﹤0.01% 813
2022
Q2
– Sell
-4,221
Closed -$212K – 610
2022
Q1
$212K Buy
+4,221
New +$257K ﹤0.01% 553

Other funds holding RIVN

HB Wealth Management's RIVN Position: Q2 2026 in Review

HB Wealth Management reduced its Rivian (RIVN) stake by 4.9% in Q2 2026, selling an estimated $32.3K and leaving 40,191 shares worth $697K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

HB Wealth Management first reported a position in RIVN in Q1 2022 and has held it in 11 quarters since. The position peaked at $842K in Q4 2024. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • HB Wealth Management held 40,191 shares of Rivian worth $697K as of Q2 2026.
  • HB Wealth Management sold 2,068 Rivian shares in Q2 2026, an estimated $32.3K.
  • Rivian made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #935 holding.
  • HB Wealth Management first reported a position in Rivian in Q1 2022 and has held it in 11 quarters since.
  • HB Wealth Management's Rivian position peaked at $842K in Q4 2024.
  • 825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.