HCR Wealth Advisors’s Rivian RIVN Stock Holding History

HCR Wealth Advisors’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	$291K	Hold	16,784	–	–	0.03%	214
2026 Q1	$253K	Buy	16,784 +1,600	+11%	+$25.6K	0.03%	211
2025 Q4	$299K	Buy	15,184 +214	+1%	+$3.4K	0.03%	196
2025 Q3	$203K	Sell	14,970 -30	-0.2%	-$402	0.02%	235
2025 Q2	$206K	Buy	15,000 +4,970	+50%	+$67.4K	0.02%	227
2025 Q1	$125K	Hold	10,030	–	–	0.02%	228
2024 Q4	$133K	Buy	+10,030	New	+$115K	0.02%	226
2022 Q4	–	Sell	-7,316	Closed	-$241K	–	182
2022 Q3	$241K	Buy	+7,316	New	+$249K	0.05%	149

Other funds holding RIVN

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $3.65B AUM 26.64% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return