IWC
RIVN icon

Integrated Wealth Concepts’s Rivian RIVN Stock Holding History

Integrated Wealth Concepts’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 		$580K Buy
33,437
+5,896
+21% +$92K ﹤0.01% 1564
2026
Q1 		$414K Buy
27,541
+15,625
+131% +$250K ﹤0.01% 1653
2025
Q4 		$235K Sell
11,916
-29,154
-71% -$463K ﹤0.01% 1439
2025
Q3 		$603K Sell
41,070
-1,365
-3% -$18.3K 0.01% 1252
2025
Q2 		$583K Buy
42,435
+166
+0.4% +$2.25K 0.01% 1180
2025
Q1 		$526K Sell
42,269
-1,558
-4% -$19.6K 0.01% 1117
2024
Q4 		$583K Sell
43,827
-7,306
-14% -$84.1K 0.01% 1058
2024
Q3 		$574K Sell
51,133
-650
-1% -$9.34K 0.01% 1024
2024
Q2 		$695K Buy
51,783
+3,552
+7% +$37.1K 0.01% 912
2024
Q1 		$528K Buy
48,231
+11,172
+30% +$161K 0.01% 1032
2023
Q4 		$869K Sell
37,059
-1,434
-4% -$27K 0.01% 782
2023
Q3 		$935K Buy
38,493
+760
+2% +$17.7K 0.02% 713
2023
Q2 		$629K Buy
37,733
+6,331
+20% +$88.5K 0.01% 886
2023
Q1 		$486K Buy
31,402
+19,880
+173% +$336K 0.01% 862
2022
Q4 		$212K Buy
11,522
+788
+7% +$23.2K 0.01% 929
2022
Q3 		$353K Buy
+10,734
New +$366K 0.01% 689
2022
Q1 		– Sell
-2,338
Closed -$242K – 1028
2021
Q4 		$242K Buy
+2,338
New +$269K 0.01% 869

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Integrated Wealth Concepts's RIVN Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Rivian (RIVN) stake by 21% in Q2 2026, buying an estimated $92K and bringing the position to 33,437 shares worth $580K. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Integrated Wealth Concepts first reported a position in RIVN in Q4 2021 and has held it in 17 quarters since. The position peaked at $935K in Q3 2023. 823 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Integrated Wealth Concepts held 33,437 shares of Rivian worth $580K as of Q2 2026.
  • Integrated Wealth Concepts bought 5,896 Rivian shares in Q2 2026, an estimated $92K.
  • Rivian made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1564 holding.
  • Integrated Wealth Concepts first reported a position in Rivian in Q4 2021 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's Rivian position peaked at $935K in Q3 2023.
  • 823 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.