Rothschild Investment LLC’s Rivian RIVN Stock Holding History

Rothschild Investment LLC’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	$354K	Sell	20,377 -59	-0.3%	-$920	0.01%	712
2026 Q1	$308K	Buy	20,436 +108	+0.5%	+$1.73K	0.02%	542
2025 Q4	$401K	Buy	20,328 +87	+0.4%	+$1.38K	0.02%	425
2025 Q3	$297K	Buy	20,241 +19,996	+8,162%	+$268K	0.02%	488
2025 Q2	$3.37K	Buy	245 +40	+20%	+$543	﹤0.01%	1711
2025 Q1	$2.55K	Buy	205 +45	+28%	+$566	﹤0.01%	1748
2024 Q4	$2.13K	Buy	160 +10	+7%	+$115	﹤0.01%	1763
2024 Q3	$1.68K	Sell	150 -75	-33%	-$1.08K	﹤0.01%	1817
2024 Q2	$3.02K	Sell	225 -1,000	-82%	-$10.4K	﹤0.01%	1284
2024 Q1	$13.4K	Hold	1,225	–	–	﹤0.01%	1006
2023 Q4	$28.7K	Buy	+1,225	New	+$23K	﹤0.01%	776
2022 Q1	–	Sell	-2,725	Closed	-$283K	–	535
2021 Q4	$283K	Buy	+2,725	New	+$314K	0.02%	408

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rothschild Investment LLC's RIVN Position: Q2 2026 in Review

Rothschild Investment LLC reduced its Rivian (RIVN) stake by 0.29% in Q2 2026, selling an estimated $920 and leaving 20,377 shares worth $354K. The position accounts for 0.01% of the portfolio, ranked #712.

Rothschild Investment LLC first reported a position in RIVN in Q4 2021 and has held it in 12 quarters since. The position peaked at $401K in Q4 2025. 421 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Rothschild Investment LLC held 20,377 shares of Rivian worth $354K as of Q2 2026.
Rothschild Investment LLC sold 59 Rivian shares in Q2 2026, an estimated $920.
Rivian made up 0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #712 holding.
Rothschild Investment LLC first reported a position in Rivian in Q4 2021 and has held it in 12 quarters since.
Rothschild Investment LLC's Rivian position peaked at $401K in Q4 2025.
421 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.