SRH Advisors’s Rivian RIVN Stock Holding History

SRH 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 Q3	$657	Hold	44	–	–	﹤0.01%	264
2026 Q2	$763	Hold	44	–	–	﹤0.01%	269
2026 Q1	$662	Hold	44	–	–	﹤0.01%	272
2025 Q4	$867	Hold	44	–	–	﹤0.01%	283
2025 Q3	$646	Sell	44 -700	-94%	-$9.38K	﹤0.01%	272
2025 Q2	$10.2K	Hold	744	–	–	﹤0.01%	208
2025 Q1	$9.26K	Sell	744 -1,000	-57%	-$12.6K	﹤0.01%	217
2024 Q4	$23.2K	Hold	1,744	–	–	0.01%	166
2024 Q3	$19.6K	Hold	1,744	–	–	0.01%	178
2024 Q2	$23.4K	Hold	1,744	–	–	0.01%	159
2024 Q1	$19.1K	Hold	1,744	–	–	0.01%	173
2023 Q4	$40.9K	Hold	1,744	–	–	0.01%	134
2023 Q3	$42.3K	Buy	1,744 +200	+13%	+$4.67K	0.02%	123
2023 Q2	$23.9K	Hold	1,544	–	–	0.01%	146
2023 Q1	$24K	Buy	1,544 +200	+15%	+$3.38K	0.01%	147
2022 Q4	$25K	Hold	1,344	–	–	0.01%	145
2022 Q3	$44K	Buy	1,344 +144	+12%	+$4.91K	0.06%	123
2022 Q2	$31K	Buy	1,200 +1,000	+500%	+$31.2K	0.04%	143
2022 Q1	$10K	Sell	200 -800	-80%	-$48.7K	0.01%	219
2021 Q4	$104K	Buy	+1,000	New	+$115K	0.12%	94

Other funds holding RIVN

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

EULAV Asset Management Sarasota, Florida $2.77B AUM 18.47% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Udine Wealth Management Boca Raton, Florida $253M AUM 20.1% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return

SRH Advisors's RIVN Position: Q3 2026 in Review

SRH Advisors held its Rivian (RIVN) position steady in Q3 2026 at 44 shares worth $657. The position accounts for ﹤0.01% of the portfolio, ranked #264.

SRH Advisors first reported a position in RIVN in Q4 2021 and has held it in 20 quarters since. The position peaked at $104K in Q4 2021. 175 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

SRH Advisors held 44 shares of Rivian worth $657 as of Q3 2026.
SRH Advisors left its Rivian share count unchanged in Q3 2026.
Rivian made up ﹤0.01% of SRH Advisors's portfolio in Q3 2026, its #264 holding.
SRH Advisors first reported a position in Rivian in Q4 2021 and has held it in 20 quarters since.
SRH Advisors's Rivian position peaked at $104K in Q4 2021.
175 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.