NewEdge Advisors’s Rivian RIVN Stock Holding History

NewEdge 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	$524K	Sell	34,843 -3,009	-8%	-$48.1K	﹤0.01%	1955
2025 Q4	$746K	Sell	37,852 -1,202	-3%	-$19.1K	﹤0.01%	1668
2025 Q3	$573K	Buy	39,054 +12,953	+50%	+$174K	﹤0.01%	1732
2025 Q2	$359K	Sell	26,101 -583	-2%	-$7.91K	﹤0.01%	1906
2025 Q1	$332K	Buy	26,684 +3,314	+14%	+$41.7K	﹤0.01%	1829
2024 Q4	$311K	Sell	23,370 -2,020	-8%	-$23.2K	﹤0.01%	1857
2024 Q3	$285K	Sell	25,390 -817	-3%	-$11.7K	﹤0.01%	1838
2024 Q2	$352K	Sell	26,207 -1,005	-4%	-$10.5K	﹤0.01%	1631
2024 Q1	$298K	Buy	27,212 +4,647	+21%	+$67K	﹤0.01%	1647
2023 Q4	$400K	Buy	22,565 +8,290	+58%	+$156K	﹤0.01%	1408
2023 Q3	$347K	Buy	14,275 +9,404	+193%	+$220K	﹤0.01%	1354
2023 Q2	$81.2K	Hold	4,871	–	–	﹤0.01%	1922
2023 Q1	$75.4K	Sell	4,871 -2,530	-34%	-$42.7K	﹤0.01%	1843
2022 Q4	$58.1K	Buy	+7,401	New	+$218K	﹤0.01%	1658

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