IEQ Capital’s Rivian RIVN Stock Holding History

IEQ Capital’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	$2.71M	Buy	179,784 +61,139	+52%	+$977K	0.01%	666
2025 Q4	$2.34M	Buy	118,645 +1,689	+1%	+$26.8K	0.01%	740
2025 Q3	$1.72M	Buy	116,956 +14,860	+15%	+$199K	0.01%	813
2025 Q2	$1.4M	Buy	102,096 +1,271	+1%	+$17.2K	0.01%	758
2025 Q1	$1.26M	Sell	100,825 -760	-0.7%	-$9.56K	0.01%	698
2024 Q4	$1.35M	Buy	101,585 +6,344	+7%	+$73K	0.01%	596
2024 Q3	$1.07M	Buy	95,241 +12,942	+16%	+$186K	0.01%	520
2024 Q2	$1.1M	Buy	82,299 +1,142	+1%	+$11.9K	0.01%	458
2024 Q1	$889K	Buy	81,157 +66,301	+446%	+$956K	0.01%	487
2023 Q4	$349K	Sell	14,856 -1,789	-11%	-$33.6K	0.01%	687
2023 Q3	$404K	Buy	16,645 +3,496	+27%	+$81.6K	0.01%	637
2023 Q2	$219K	Buy	+13,149	New	+$184K	﹤0.01%	782
2022 Q4	–	Sell	-13,175	Closed	-$434K	–	877
2022 Q3	$434K	Buy	13,175 +517	+4%	+$17.6K	0.01%	569
2022 Q2	$326K	Buy	+12,658	New	+$395K	0.01%	585

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