Instrumental Wealth
RIVN icon

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
Q3 		$1.35M Hold
90,657
– – 0.66% 20
2026
Q2 		$1.57M Buy
+90,657
New +$1.41M 0.8% 17

Other funds holding RIVN

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Udine Wealth Management
Udine Wealth Management Boca Raton, Florida $253M AUM 20.1% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Green Alpha Advisors
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

Instrumental Wealth's RIVN Position: Q3 2026 in Review

Instrumental Wealth held its Rivian (RIVN) position steady in Q3 2026 at 90,657 shares worth $1.35M. The position accounts for 0.66% of the portfolio, ranked #20.

Instrumental Wealth first reported a position in RIVN in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.57M in Q2 2026. 173 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

  • Instrumental Wealth held 90,657 shares of Rivian worth $1.35M as of Q3 2026.
  • Instrumental Wealth left its Rivian share count unchanged in Q3 2026.
  • Rivian made up 0.66% of Instrumental Wealth's portfolio in Q3 2026, its #20 holding.
  • Instrumental Wealth first reported a position in Rivian in Q2 2026 and has held it in 2 quarters since.
  • Instrumental Wealth's Rivian position peaked at $1.57M in Q2 2026.
  • 173 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Instrumental Wealth's 13F filing for Q3 2026, filed 20 Oct 2026.