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Mount Yale Investment Advisors’s Rivian RIVN Stock Holding History

Mount Yale Investment 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
-1,297
Closed -$17.8K – 1407
2025
Q2 		$17.8K Buy
+1,297
New +$17.6K ﹤0.01% 1061

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Mount Yale Investment Advisors's RIVN Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Rivian (RIVN) in Q3 2025, closing a stake of 1,297 shares — an estimated $17.8K sold.

Mount Yale Investment Advisors first reported a position in RIVN in Q2 2025 and held it in 1 quarter. The position peaked at $17.8K in Q2 2025. 754 funds tracked by Wall St. Rank hold RIVN as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Rivian position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,297 Rivian shares in Q3 2025, an estimated $17.8K.
  • Mount Yale Investment Advisors first reported a position in Rivian in Q2 2025 and held it in 1 quarter.
  • Mount Yale Investment Advisors's Rivian position peaked at $17.8K in Q2 2025.
  • 754 funds tracked by Wall St. Rank held Rivian as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.