Kozak & Associates’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$27.8K Hold
1,620
﹤0.01% 181
2026
Q1
$25.8K Hold
1,620
0.01% 185
2025
Q4
$31.1K Hold
1,620
0.01% 173
2025
Q3
$24.1K Hold
1,620
﹤0.01% 184
2025
Q2
$21.4K Hold
1,620
﹤0.01% 189
2025
Q1
$19.5K Hold
1,620
﹤0.01% 174
2024
Q4
$26.7K Hold
1,620
0.01% 165
2024
Q3
$16.6K Hold
1,620
﹤0.01% 197
2024
Q2
$23.7K Hold
1,620
0.01% 166
2024
Q1
$16.4K Buy
1,620
+917
+130% +$13.2K ﹤0.01% 192
2023
Q4
$12.5K Hold
703
﹤0.01% 219
2023
Q3
$13.3K Hold
703
﹤0.01% 212
2023
Q2
$13.8K Hold
703
0.01% 210
2023
Q1
$10.9K Hold
703
﹤0.01% 222
2022
Q4
$13K Hold
703
0.01% 213
2022
Q3
$23K Buy
703
+50
+8% +$1.7K 0.01% 185
2022
Q2
$17K Buy
653
+400
+158% +$12.5K 0.01% 208
2022
Q1
$10K Hold
253
0.01% 257
2021
Q4
$10K Buy
+253
New +$29.1K 0.01% 257

Other funds holding RIVN

Kozak & Associates's RIVN Position: Q2 2026 in Review

Kozak & Associates held its Rivian (RIVN) position steady in Q2 2026 at 1,620 shares worth $27.8K. The position accounts for ﹤0.01% of the portfolio, ranked #181.

Kozak & Associates first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $31.1K in Q4 2025. 819 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Kozak & Associates held 1,620 shares of Rivian worth $27.8K as of Q2 2026.
  • Kozak & Associates left its Rivian share count unchanged in Q2 2026.
  • Rivian made up ﹤0.01% of Kozak & Associates's portfolio in Q2 2026, its #181 holding.
  • Kozak & Associates first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
  • Kozak & Associates's Rivian position peaked at $31.1K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Kozak & Associates's 13F filing for Q2 2026, filed 2 Jul 2026.