HM Payson & Co’s Rivian RIVN Stock Holding History

HM Payson & Co’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	$80.2K	Sell	5,330 -465	-8%	-$7.43K	﹤0.01%	599
2025 Q4	$114K	Buy	5,795 +465	+9%	+$7.38K	﹤0.01%	531
2025 Q3	$78.2K	Hold	5,330	–	–	﹤0.01%	602
2025 Q2	$73.2K	Buy	5,330 +3,990	+298%	+$54.1K	﹤0.01%	592
2025 Q1	$16.7K	Hold	1,340	–	–	﹤0.01%	815
2024 Q4	$17.8K	Sell	1,340 -72	-5%	-$829	﹤0.01%	788
2024 Q3	$15.8K	Buy	1,412 +1,357	+2,467%	+$19.5K	﹤0.01%	795
2024 Q2	$739	Buy	55 +15	+38%	+$157	﹤0.01%	958
2024 Q1	$438	Buy	40 +30	+300%	+$432	﹤0.01%	938
2023 Q4	$235	Sell	10 -12	-55%	-$226	﹤0.01%	950
2023 Q3	$535	Buy	+22	New	+$514	﹤0.01%	975
2022 Q4	–	Sell	-42	Closed	-$1K	–	990
2022 Q3	$1K	Sell	42 -1	-2%	-$34	﹤0.01%	961
2022 Q2	$1K	Buy	43 +1	+2%	+$31	﹤0.01%	1014
2022 Q1	$2K	Sell	42 -46	-52%	-$2.8K	﹤0.01%	989
2021 Q4	$9K	Buy	+88	New	+$10.1K	﹤0.01%	882

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