JWM
RIVN icon

Jeppson Wealth Management’s Rivian RIVN Stock Holding History

Jeppson 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 		$317K Buy
18,261
+795
+5% +$12.4K 0.09% 188
2026
Q1 		$263K Sell
17,466
-355
-2% -$5.67K 0.08% 190
2025
Q4 		$351K Sell
17,821
-735
-4% -$11.7K 0.11% 157
2025
Q3 		$272K Buy
18,556
+15
+0.1% +$201 0.09% 182
2025
Q2 		$255K Sell
18,541
-180
-1% -$2.44K 0.09% 182
2025
Q1 		$233K Buy
18,721
+50
+0.3% +$629 0.09% 180
2024
Q4 		$248K Buy
18,671
+2,445
+15% +$28.1K 0.09% 173
2024
Q3 		$182K Buy
16,226
+395
+2% +$5.67K 0.07% 198
2024
Q2 		$212K Buy
+15,831
New +$165K 0.08% 190

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

Jeppson Wealth Management's RIVN Position: Q2 2026 in Review

Jeppson Wealth Management increased its Rivian (RIVN) stake by 4.6% in Q2 2026, buying an estimated $12.4K and bringing the position to 18,261 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #188.

Jeppson Wealth Management first reported a position in RIVN in Q2 2024 and has held it in 9 quarters since. The position peaked at $351K in Q4 2025. 822 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Jeppson Wealth Management held 18,261 shares of Rivian worth $317K as of Q2 2026.
  • Jeppson Wealth Management bought 795 Rivian shares in Q2 2026, an estimated $12.4K.
  • Rivian made up 0.09% of Jeppson Wealth Management's portfolio in Q2 2026, its #188 holding.
  • Jeppson Wealth Management first reported a position in Rivian in Q2 2024 and has held it in 9 quarters since.
  • Jeppson Wealth Management's Rivian position peaked at $351K in Q4 2025.
  • 822 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.