Institute for Wealth Management’s Rivian RIVN Stock Holding History

Institute for 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 Q2	$22.2K	Buy	+1,280	New	+$20K	﹤0.01%	1101

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 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

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

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Institute for Wealth Management's RIVN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Rivian (RIVN) in Q2 2026: 1,280 shares worth $22.2K. The stake represents ﹤0.01% of the portfolio and ranks #1101 among its holdings.

476 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Institute for Wealth Management held 1,280 shares of Rivian worth $22.2K as of Q2 2026.
Rivian was a new Institute for Wealth Management position in Q2 2026.
Rivian made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1101 holding.
476 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.