Oppenheimer & Co’s Rivian RIVN Stock Holding History

Oppenheimer & Co’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	$428K	Sell	28,465 -525	-2%	-$8.39K	0.01%	1250
2025 Q4	$571K	Sell	28,990 -10,921	-27%	-$173K	0.01%	1025
2025 Q3	$586K	Buy	39,911 +9,466	+31%	+$127K	0.01%	1120
2025 Q2	$418K	Sell	30,445 -4,397	-13%	-$59.7K	0.01%	1209
2025 Q1	$434K	Buy	34,842 +8,231	+31%	+$104K	0.01%	1121
2024 Q4	$354K	Buy	26,611 +1,160	+5%	+$13.3K	0.01%	1188
2024 Q3	$286K	Buy	25,451 +9,441	+59%	+$136K	﹤0.01%	1259
2024 Q2	$215K	Buy	16,010 +5,229	+49%	+$54.6K	﹤0.01%	1314
2024 Q1	$118K	Buy	10,781 +650	+6%	+$9.37K	﹤0.01%	1382
2023 Q4	$238K	Sell	10,131 -185	-2%	-$3.48K	﹤0.01%	1223
2023 Q3	$250K	Buy	10,316 +250	+2%	+$5.84K	0.01%	1190
2023 Q2	$168K	Buy	+10,066	New	+$141K	﹤0.01%	1307
2022 Q4	–	Sell	-6,305	Closed	-$207K	–	1417
2022 Q3	$207K	Buy	+6,305	New	+$215K	﹤0.01%	1221
2022 Q2	–	Sell	-5,431	Closed	-$273K	–	1517
2022 Q1	$273K	Buy	5,431 +2,189	+68%	+$133K	﹤0.01%	1238
2021 Q4	$336K	Buy	+3,242	New	+$374K	0.01%	1180

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