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Marshall & Sterling Wealth Advisors’s Rivian RIVN Stock Holding History

Marshall & Sterling Wealth 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
2025
Q3 		– Sell
-30
Closed -$412 – 679
2025
Q2 		$412 Buy
+30
New +$407 ﹤0.01% 611

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Marshall & Sterling Wealth Advisors's RIVN Position: Q3 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Rivian (RIVN) in Q3 2025, closing a stake of 30 shares — an estimated $412 sold.

Marshall & Sterling Wealth Advisors first reported a position in RIVN in Q2 2025 and held it in 1 quarter. The position peaked at $412 in Q2 2025. 754 funds tracked by Wall St. Rank hold RIVN as of Q3 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Rivian position as of Q3 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 30 Rivian shares in Q3 2025, an estimated $412.
  • Marshall & Sterling Wealth Advisors first reported a position in Rivian in Q2 2025 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Rivian position peaked at $412 in Q2 2025.
  • 754 funds tracked by Wall St. Rank held Rivian as of Q3 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.