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Mark Sheptoff Financial Planning’s Rivian RIVN Stock Holding History

Mark Sheptoff Financial Planning’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 		$111K Hold
6,425
– – 0.06% 131
2026
Q1 		$93.8K Sell
6,425
-100
-2% -$1.6K 0.05% 140
2025
Q4 		$129K Hold
6,525
– – 0.06% 128
2025
Q3 		$95.8K Hold
6,525
– – 0.05% 144
2025
Q2 		$89.7K Sell
6,525
-150
-2% -$2.04K 0.05% 136
2025
Q1 		$83.1K Hold
6,675
– – 0.05% 131
2024
Q4 		$88.8K Sell
6,675
-100
-1% -$1.15K 0.05% 133
2024
Q3 		$76K Sell
6,775
-400
-6% -$5.75K 0.04% 144
2024
Q2 		$96.3K Sell
7,175
-1,200
-14% -$12.5K 0.05% 137
2024
Q1 		$91.7K Sell
8,375
-10,800
-56% -$156K 0.05% 137
2023
Q4 		$450K Sell
19,175
-8,200
-30% -$154K 0.27% 53
2023
Q3 		$665K Buy
27,375
+24,250
+776% +$566K 0.43% 39
2023
Q2 		$52.1K Sell
3,125
-200
-6% -$2.79K 0.03% 160
2023
Q1 		$51.5K Sell
3,325
-100
-3% -$1.69K 0.03% 151
2022
Q4 		$63.1K Hold
3,425
– – 0.04% 137
2022
Q3 		$113K Sell
3,425
-300
-8% -$10.2K 0.07% 102
2022
Q2 		$96K Sell
3,725
-1,500
-29% -$46.9K 0.06% 117
2022
Q1 		$263K Hold
5,225
– – 0.13% 91
2021
Q4 		$542K Buy
+5,225
New +$602K 0.26% 63

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

Mark Sheptoff Financial Planning's RIVN Position: Q2 2026 in Review

Mark Sheptoff Financial Planning held its Rivian (RIVN) position steady in Q2 2026 at 6,425 shares worth $111K. The position accounts for 0.06% of the portfolio, ranked #131.

Mark Sheptoff Financial Planning first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $665K in Q3 2023. 819 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Mark Sheptoff Financial Planning held 6,425 shares of Rivian worth $111K as of Q2 2026.
  • Mark Sheptoff Financial Planning left its Rivian share count unchanged in Q2 2026.
  • Rivian made up 0.06% of Mark Sheptoff Financial Planning's portfolio in Q2 2026, its #131 holding.
  • Mark Sheptoff Financial Planning first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
  • Mark Sheptoff Financial Planning's Rivian position peaked at $665K in Q3 2023.
  • 819 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2026, filed 13 Aug 2026.