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Physician Wealth Advisors’s Rivian RIVN Stock Holding History

Physician Wealth 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
Q2 		$18.2K Buy
1,050
+100
+11% +$1.56K ﹤0.01% 689
2026
Q1 		$14.3K Buy
950
+30
+3% +$480 ﹤0.01% 708
2025
Q4 		$18.1K Sell
920
-193
-17% -$3.06K ﹤0.01% 614
2025
Q3 		$16.3K Sell
1,113
-97
-8% -$1.3K ﹤0.01% 631
2025
Q2 		$16.6K Sell
1,210
-77
-6% -$1.04K ﹤0.01% 551
2025
Q1 		$16K Sell
1,287
-7
-0.5% -$88 ﹤0.01% 523
2024
Q4 		$17.2K Buy
+1,294
New +$14.9K ﹤0.01% 535

Other funds holding RIVN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return
IW
Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Physician Wealth Advisors's RIVN Position: Q2 2026 in Review

Physician Wealth Advisors increased its Rivian (RIVN) stake by 11% in Q2 2026, buying an estimated $1.56K and bringing the position to 1,050 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #689.

Physician Wealth Advisors first reported a position in RIVN in Q4 2024 and has held it in 7 quarters since. 124 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Physician Wealth Advisors held 1,050 shares of Rivian worth $18.2K as of Q2 2026.
  • Physician Wealth Advisors bought 100 Rivian shares in Q2 2026, an estimated $1.56K.
  • Rivian made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #689 holding.
  • Physician Wealth Advisors first reported a position in Rivian in Q4 2024 and has held it in 7 quarters since.
  • 124 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.