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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
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
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

SHP Wealth Management's RIVN Position: Q1 2026 in Review

SHP Wealth Management increased its Rivian (RIVN) stake by 4.3% in Q1 2026, buying an estimated $767 and bringing the position to 1,172 shares worth $17.6K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

SHP Wealth Management first reported a position in RIVN in Q4 2025 and has held it in 2 quarters since. The position peaked at $22.1K in Q4 2025. 807 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

  • SHP Wealth Management held 1,172 shares of Rivian worth $17.6K as of Q1 2026.
  • SHP Wealth Management bought 48 Rivian shares in Q1 2026, an estimated $767.
  • Rivian made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #760 holding.
  • SHP Wealth Management first reported a position in Rivian in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Rivian position peaked at $22.1K in Q4 2025.
  • 807 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.