N.E.W. Advisory Services’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.15K Buy
412
+343
+497% +$5.35K ﹤0.01% 696
2026
Q1
$1.04K Buy
69
+7
+11% +$112 ﹤0.01% 873
2025
Q4
$1.22K Buy
62
+4
+7% +$63 ﹤0.01% 838
2025
Q3
$851 Hold
58
﹤0.01% 810
2025
Q2
$797 Hold
58
﹤0.01% 815
2025
Q1
$722 Buy
+58
New +$730 ﹤0.01% 880

Other funds holding RIVN

N.E.W. Advisory Services's RIVN Position: Q2 2026 in Review

N.E.W. Advisory Services increased its Rivian (RIVN) stake by 497% in Q2 2026, buying an estimated $5.35K and bringing the position to 412 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #696.

N.E.W. Advisory Services first reported a position in RIVN in Q1 2025 and has held it in 6 quarters since. 503 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • N.E.W. Advisory Services held 412 shares of Rivian worth $7.15K as of Q2 2026.
  • N.E.W. Advisory Services bought 343 Rivian shares in Q2 2026, an estimated $5.35K.
  • Rivian made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #696 holding.
  • N.E.W. Advisory Services first reported a position in Rivian in Q1 2025 and has held it in 6 quarters since.
  • 503 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.