HB Wealth Management’s Rivian RIVN Stock Holding History

HB Wealth 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 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

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

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