SWA
RIVN icon

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
Q2 		$24.2K Sell
1,395
-156
-10% -$2.43K ﹤0.01% 495
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

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 $3.37T AUM 44.26% 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

SOA Wealth Advisors's RIVN Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Rivian (RIVN) stake by 10% in Q2 2026, selling an estimated $2.43K and leaving 1,395 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #495.

SOA Wealth Advisors first reported a position in RIVN in Q1 2022 and has held it in 18 quarters since. The position peaked at $30.6K in Q4 2025. 819 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • SOA Wealth Advisors held 1,395 shares of Rivian worth $24.2K as of Q2 2026.
  • SOA Wealth Advisors sold 156 Rivian shares in Q2 2026, an estimated $2.43K.
  • Rivian made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #495 holding.
  • SOA Wealth Advisors first reported a position in Rivian in Q1 2022 and has held it in 18 quarters since.
  • SOA Wealth Advisors's Rivian position peaked at $30.6K in Q4 2025.
  • 819 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.