Ritter Daniher Financial Advisory’s Rivian RIVN Stock Holding History

Ritter Daniher Financial Advisory’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	$2.08K	Hold	120	–	–	﹤0.01%	551
2026 Q1	$1.81K	Sell	120 -500	-81%	-$7.99K	﹤0.01%	551
2025 Q4	$12.2K	Buy	620 +20	+3%	+$317	﹤0.01%	398
2025 Q3	$8.81K	Sell	600 -100	-14%	-$1.34K	﹤0.01%	340
2025 Q2	$9.62K	Hold	700	–	–	﹤0.01%	261
2025 Q1	$8.71K	Sell	700 -474	-40%	-$5.96K	﹤0.01%	253
2024 Q4	$15.6K	Buy	1,174 +974	+487%	+$11.2K	﹤0.01%	223
2024 Q3	$2.24K	Hold	200	–	–	﹤0.01%	280
2024 Q2	$2.68K	Hold	200	–	–	﹤0.01%	276
2024 Q1	$2.19K	Hold	200	–	–	﹤0.01%	273
2023 Q4	$4.69K	Sell	200 -237	-54%	-$4.46K	﹤0.01%	270
2023 Q3	$10.6K	Buy	437 +40	+10%	+$934	﹤0.01%	223
2023 Q2	$6.62K	Hold	397	–	–	﹤0.01%	244
2023 Q1	$6.15K	Hold	397	–	–	﹤0.01%	226
2022 Q4	$7.32K	Hold	397	–	–	﹤0.01%	217
2022 Q3	$13K	Buy	397 +100	+34%	+$3.41K	0.01%	164
2022 Q2	$8K	Hold	297	–	–	0.01%	180
2022 Q1	$15K	Buy	297 +237	+395%	+$14.4K	0.01%	152
2021 Q4	$6K	Buy	+60	New	+$6.91K	﹤0.01%	183

Other funds holding RIVN

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 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

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

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ritter Daniher Financial Advisory's RIVN Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Rivian (RIVN) position steady in Q2 2026 at 120 shares worth $2.08K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Ritter Daniher Financial Advisory first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.6K in Q4 2024. 99 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Ritter Daniher Financial Advisory held 120 shares of Rivian worth $2.08K as of Q2 2026.
Ritter Daniher Financial Advisory left its Rivian share count unchanged in Q2 2026.
Rivian made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #551 holding.
Ritter Daniher Financial Advisory first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
Ritter Daniher Financial Advisory's Rivian position peaked at $15.6K in Q4 2024.
99 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.