MWM
RIVN icon

Modern Wealth Management’s Rivian RIVN Stock Holding History

Modern 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 		$270K Buy
15,547
+507
+3% +$7.91K ﹤0.01% 922
2026
Q1 		$225K Buy
15,040
+477
+3% +$7.63K ﹤0.01% 802
2025
Q4 		$287K Buy
14,563
+641
+5% +$10.2K 0.01% 697
2025
Q3 		$204K Buy
13,922
+422
+3% +$5.66K ﹤0.01% 761
2025
Q2 		$185K Buy
13,500
+2,665
+25% +$36.2K ﹤0.01% 745
2025
Q1 		$135K Buy
+10,835
New +$136K ﹤0.01% 661

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

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

Modern Wealth Management increased its Rivian (RIVN) stake by 3.4% in Q2 2026, buying an estimated $7.91K and bringing the position to 15,547 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #922.

Modern Wealth Management first reported a position in RIVN in Q1 2025 and has held it in 6 quarters since. The position peaked at $287K in Q4 2025. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Modern Wealth Management held 15,547 shares of Rivian worth $270K as of Q2 2026.
  • Modern Wealth Management bought 507 Rivian shares in Q2 2026, an estimated $7.91K.
  • Rivian made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #922 holding.
  • Modern Wealth Management first reported a position in Rivian in Q1 2025 and has held it in 6 quarters since.
  • Modern Wealth Management's Rivian position peaked at $287K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.