Mutual Advisors’s Rivian RIVN Stock Holding History

Mutual 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
2026 Q1	$249K	Sell	16,514 -125	-0.8%	-$2K	0.01%	1196
2025 Q4	$328K	Sell	16,639 -899	-5%	-$14.3K	0.01%	1045
2025 Q3	$230K	Buy	17,538 +775	+5%	+$10.4K	0.01%	1166
2025 Q2	$235K	Buy	16,763 +309	+2%	+$4.19K	0.01%	1073
2025 Q1	$208K	Sell	16,454 -209	-1%	-$2.63K	0.01%	1020
2024 Q4	$241K	Sell	16,663 -14,536	-47%	-$167K	0.01%	965
2024 Q3	$325K	Buy	31,199 +613	+2%	+$8.81K	0.01%	859
2024 Q2	$499K	Buy	30,586 +4,117	+16%	+$43K	0.02%	694
2024 Q1	$290K	Buy	+26,469	New	+$381K	0.01%	881
2023 Q4	–	Sell	-12,586	Closed	-$306K	–	1061
2023 Q3	$306K	Buy	+12,586	New	+$294K	0.01%	769
2022 Q2	–	Sell	-4,016	Closed	-$202K	–	915
2022 Q1	$202K	Buy	4,016 +1,232	+44%	+$75K	0.01%	829
2021 Q4	$289K	Buy	+2,784	New	+$321K	0.02%	754

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return