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SHP Wealth Management’s Rivian RIVN Stock Holding History

SHP 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
Q2 		$7.5K Sell
432
-740
-63% -$11.5K ﹤0.01% 1059
2026
Q1 		$17.6K Buy
1,172
+48
+4% +$767 ﹤0.01% 760
2025
Q4 		$22.1K Buy
+1,124
New +$17.8K ﹤0.01% 667

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SPC
Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

SHP Wealth Management's RIVN Position: Q2 2026 in Review

SHP Wealth Management reduced its Rivian (RIVN) stake by 63% in Q2 2026, selling an estimated $11.5K and leaving 432 shares worth $7.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1059.

SHP Wealth Management first reported a position in RIVN in Q4 2025 and has held it in 3 quarters since. The position peaked at $22.1K in Q4 2025. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • SHP Wealth Management held 432 shares of Rivian worth $7.5K as of Q2 2026.
  • SHP Wealth Management sold 740 Rivian shares in Q2 2026, an estimated $11.5K.
  • Rivian made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1059 holding.
  • SHP Wealth Management first reported a position in Rivian in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Rivian position peaked at $22.1K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.