IW
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Instrumental Wealth’s Rivian RIVN Stock Holding History

Instrumental Wealth’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 		$1.57M Buy
+90,657
New +$1.41M 0.8% 17

Other funds holding RIVN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWM
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Instrumental Wealth's RIVN Position: Q2 2026 in Review

Instrumental Wealth opened a new position in Rivian (RIVN) in Q2 2026: 90,657 shares worth $1.57M. The stake represents 0.8% of the portfolio and ranks #17 among its holdings.

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

  • Instrumental Wealth held 90,657 shares of Rivian worth $1.57M as of Q2 2026.
  • Rivian was a new Instrumental Wealth position in Q2 2026.
  • Rivian made up 0.8% of Instrumental Wealth's portfolio in Q2 2026, its #17 holding.
  • 99 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Instrumental Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.