Perigon Wealth Management’s Rivian RIVN Stock Holding History

Perigon Wealth Management’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	$620K	Buy	41,205 +6,060	+17%	+$96.9K	0.01%	697
2025 Q4	$693K	Buy	35,145 +20,228	+136%	+$321K	0.01%	664
2025 Q3	$219K	Sell	14,917 -478	-3%	-$6.41K	﹤0.01%	1109
2025 Q2	$212K	Sell	15,395 -694	-4%	-$9.42K	﹤0.01%	989
2025 Q1	$200K	Buy	16,089 +2,467	+18%	+$31K	0.01%	975
2024 Q4	$197K	Sell	13,622 -271	-2%	-$3.12K	﹤0.01%	989
2024 Q3	$156K	Sell	13,893 -575	-4%	-$8.26K	﹤0.01%	957
2024 Q2	$194K	Sell	14,468 -634	-4%	-$6.63K	0.01%	819
2024 Q1	$165K	Buy	15,102 +105	+0.7%	+$1.51K	0.01%	820
2023 Q4	$352K	Buy	14,997 +319	+2%	+$6K	0.01%	610
2023 Q3	$356K	Sell	14,678 -1,246	-8%	-$29.1K	0.01%	531
2023 Q2	$265K	Sell	15,924 -2,620	-14%	-$36.6K	0.01%	650
2023 Q1	$287K	Buy	18,544 +2,896	+19%	+$48.9K	0.02%	552
2022 Q4	$288K	Buy	15,648 +7,704	+97%	+$227K	0.02%	539
2022 Q3	$261K	Buy	7,944 +9	+0.1%	+$307	0.02%	462
2022 Q2	$204K	Buy	+7,935	New	+$248K	0.02%	538

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