Heartwood Wealth Advisors’s Rivian RIVN Stock Holding History

Heartwood 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
2025 Q4	–	Sell	-234	Closed	-$3.44K	–	513
2025 Q3	$3.44K	Buy	+234	New	+$3.14K	﹤0.01%	450

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heartwood Wealth Advisors's RIVN Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Rivian (RIVN) in Q4 2025, closing a stake of 234 shares — an estimated $3.44K sold.

Heartwood Wealth Advisors first reported a position in RIVN in Q3 2025 and held it in 1 quarter. The position peaked at $3.44K in Q3 2025. 802 funds tracked by Wall St. Rank hold RIVN as of Q4 2025.

Heartwood Wealth Advisors reported no remaining Rivian position as of Q4 2025 after selling out during the quarter.
Heartwood Wealth Advisors sold 234 Rivian shares in Q4 2025, an estimated $3.44K.
Heartwood Wealth Advisors first reported a position in Rivian in Q3 2025 and held it in 1 quarter.
Heartwood Wealth Advisors's Rivian position peaked at $3.44K in Q3 2025.
802 funds tracked by Wall St. Rank held Rivian as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.