Swan Capital’s Rivian RIVN Stock Holding History

Swan Capital’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	$10.5K	Hold	695	–	–	﹤0.01%	196
2025 Q4	$13.7K	Hold	695	–	–	0.01%	155
2025 Q3	$10.2K	Sell	695 -200	-22%	-$2.68K	﹤0.01%	162
2025 Q2	$12.3K	Hold	895	–	–	0.01%	141
2025 Q1	$11.1K	Hold	895	–	–	0.01%	134
2024 Q4	$11.9K	Hold	895	–	–	0.01%	122
2024 Q3	$10K	Hold	895	–	–	﹤0.01%	141
2024 Q2	$12K	Buy	+895	New	+$9.35K	0.01%	120

Other funds holding RIVN

ACI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Swan Capital's RIVN Position: Q1 2026 in Review

Swan Capital held its Rivian (RIVN) position steady in Q1 2026 at 695 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #196.

Swan Capital first reported a position in RIVN in Q2 2024 and has held it in 8 quarters since. The position peaked at $13.7K in Q4 2025. 805 funds tracked by Wall St. Rank hold RIVN as of Q1 2026.

Swan Capital held 695 shares of Rivian worth $10.5K as of Q1 2026.
Swan Capital left its Rivian share count unchanged in Q1 2026.
Rivian made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #196 holding.
Swan Capital first reported a position in Rivian in Q2 2024 and has held it in 8 quarters since.
Swan Capital's Rivian position peaked at $13.7K in Q4 2025.
805 funds tracked by Wall St. Rank held Rivian as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.