Lido Advisors

Lido Advisors’s Rivian RIVN Stock Holding History

Lido Advisors’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 Q1	$388K	Buy	25,774 +7,101	+38%	+$114K	﹤0.01%	1437
2025 Q4	$313K	Buy	18,673 +902	+5%	+$14.3K	﹤0.01%	1544
2025 Q3	$261K	Sell	17,771 -10,173	-36%	-$136K	﹤0.01%	1559
2025 Q2	$384K	Buy	27,944 +4,596	+20%	+$62.4K	﹤0.01%	1217
2025 Q1	$291K	Sell	23,348 -1,592	-6%	-$20K	﹤0.01%	1226
2024 Q4	$332K	Sell	24,940 -21,630	-46%	-$249K	﹤0.01%	1174
2024 Q3	$523K	Buy	46,570 +29,548	+174%	+$425K	﹤0.01%	942
2024 Q2	$228K	Buy	+17,022	New	+$178K	﹤0.01%	1239
2023 Q4	–	Sell	-10,626	Closed	-$258K	–	1422
2023 Q3	$258K	Buy	+10,626	New	+$248K	﹤0.01%	981
2023 Q2	–	Sell	-15,289	Closed	-$237K	–	1291
2023 Q1	$237K	Buy	15,289 +2,410	+19%	+$40.7K	﹤0.01%	950
2022 Q4	$237K	Buy	+12,879	New	+$379K	﹤0.01%	856

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return