Synergy Investment Management’s Rivian RIVN Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.74K Hold
100
﹤0.01% 914
2026
Q1
$1.5K Buy
+100
New +$1.6K ﹤0.01% 725
2025
Q2
Sell
-100
Closed -$1.25K 452
2025
Q1
$1.25K Hold
100
﹤0.01% 567
2024
Q4
$1.33K Buy
+100
New +$1.15K ﹤0.01% 595

Other funds holding RIVN

Synergy Investment Management's RIVN Position: Q2 2026 in Review

Synergy Investment Management held its Rivian (RIVN) position steady in Q2 2026 at 100 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #914.

Synergy Investment Management first reported a position in RIVN in Q4 2024 and has held it in 4 quarters since. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Synergy Investment Management held 100 shares of Rivian worth $1.74K as of Q2 2026.
  • Synergy Investment Management left its Rivian share count unchanged in Q2 2026.
  • Rivian made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #914 holding.
  • Synergy Investment Management first reported a position in Rivian in Q4 2024 and has held it in 4 quarters since.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.