MA
RIVN icon

Montag & Associates’s Rivian RIVN Stock Holding History

Montag & Associates’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 		$204K Hold
11,737
– – 0.01% 420
2026
Q1 		$177K Hold
11,737
– – 0.01% 440
2025
Q4 		$231K Sell
11,737
-1,500
-11% -$23.8K 0.01% 391
2025
Q3 		$194K Sell
13,237
-1,917
-13% -$25.7K 0.01% 400
2025
Q2 		$208K Hold
15,154
– – 0.01% 396
2025
Q1 		$189K Hold
15,154
– – 0.01% 420
2024
Q4 		$202K Buy
15,154
+1,454
+11% +$16.7K 0.01% 422
2024
Q3 		$154K Hold
13,700
– – 0.01% 453
2024
Q2 		$184K Hold
13,700
– – 0.01% 420
2024
Q1 		$150K Buy
13,700
+1,917
+16% +$27.6K 0.01% 444
2023
Q4 		$276K Sell
11,783
-45
-0.4% -$846 0.02% 366
2023
Q3 		$287K Hold
11,828
– – 0.02% 340
2023
Q2 		$197K Hold
11,828
– – 0.01% 398
2023
Q1 		$183K Hold
11,828
– – 0.01% 397
2022
Q4 		$218K Sell
11,828
-255
-2% -$7.51K 0.01% 354
2022
Q3 		$398K Hold
12,083
– – 0.03% 281
2022
Q2 		$311K Buy
12,083
+11,783
+3,928% +$368K 0.02% 314
2022
Q1 		$15K Buy
300
+100
+50% +$6.08K ﹤0.01% 690
2021
Q4 		$21K Buy
+200
New +$23K ﹤0.01% 670

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 $3.38T AUM 44.17% 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

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

Montag & Associates held its Rivian (RIVN) position steady in Q2 2026 at 11,737 shares worth $204K. The position accounts for 0.01% of the portfolio, ranked #420.

Montag & Associates first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $398K in Q3 2022. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Montag & Associates held 11,737 shares of Rivian worth $204K as of Q2 2026.
  • Montag & Associates left its Rivian share count unchanged in Q2 2026.
  • Rivian made up 0.01% of Montag & Associates's portfolio in Q2 2026, its #420 holding.
  • Montag & Associates first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
  • Montag & Associates's Rivian position peaked at $398K in Q3 2022.
  • 825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Montag & Associates's 13F filing for Q2 2026, filed 5 Aug 2026.