SOA Wealth Advisors’s Rivian RIVN Stock Holding History

SOA 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 Q1	$23.3K	Hold	1,551	–	–	﹤0.01%	477
2025 Q4	$30.6K	Buy	1,551 +1,395	+894%	+$22.1K	0.01%	442
2025 Q3	$2.29K	Hold	156	–	–	﹤0.01%	718
2025 Q2	$2.14K	Hold	156	–	–	﹤0.01%	709
2025 Q1	$1.94K	Hold	156	–	–	﹤0.01%	703
2024 Q4	$2.08K	Sell	156 -3	-2%	-$35	﹤0.01%	683
2024 Q3	$1.78K	Hold	159	–	–	﹤0.01%	681
2024 Q2	$2.13K	Hold	159	–	–	﹤0.01%	667
2024 Q1	$1.74K	Hold	159	–	–	﹤0.01%	722
2023 Q4	$3.73K	Sell	159 -83	-34%	-$1.56K	﹤0.01%	630
2023 Q3	$5.88K	Hold	242	–	–	﹤0.01%	593
2023 Q2	$4.03K	Hold	242	–	–	﹤0.01%	650
2023 Q1	$3.75K	Sell	242 -3	-1%	-$51	﹤0.01%	662
2022 Q4	$4.51K	Sell	245 -80	-25%	-$2.35K	﹤0.01%	638
2022 Q3	$10K	Hold	325	–	–	﹤0.01%	514
2022 Q2	$8K	Hold	325	–	–	﹤0.01%	531
2022 Q1	$16K	Buy	+325	New	+$19.8K	﹤0.01%	506

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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