Tradition Wealth Management’s Rivian RIVN Stock Holding History

Tradition Wealth Management’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	$213K	Buy	14,136 +80	+0.6%	+$1.28K	0.02%	462
2025 Q4	$277K	Buy	14,056 +753	+6%	+$12K	0.02%	398
2025 Q3	$195K	Sell	13,303 -200	-1%	-$2.68K	0.01%	460
2025 Q2	$186K	Sell	13,503 -457	-3%	-$6.2K	0.01%	432
2025 Q1	$174K	Buy	13,960 +1,356	+11%	+$17.1K	0.02%	415
2024 Q4	$168K	Buy	12,604 +849	+7%	+$9.77K	0.01%	399
2024 Q3	$132K	Buy	11,755 +1,250	+12%	+$18K	0.01%	394
2024 Q2	$141K	Buy	+10,505	New	+$110K	0.01%	389
2024 Q1	–	Sell	-9,871	Closed	-$232K	–	1008
2023 Q4	$232K	Buy	9,871 +1,100	+13%	+$20.7K	0.02%	305
2023 Q3	$213K	Buy	8,771 +101	+1%	+$2.36K	0.03%	296
2023 Q2	$144K	Buy	8,670 +3,020	+53%	+$42.2K	0.02%	373
2023 Q1	$87K	Sell	5,650 -19	-0.3%	-$321	0.01%	481
2022 Q4	$104K	Buy	5,669 +284	+5%	+$8.36K	0.01%	367
2022 Q3	$177K	Buy	5,385 +1,100	+26%	+$37.5K	0.03%	275
2022 Q2	$110K	Buy	4,285 +1,558	+57%	+$48.7K	0.02%	341
2022 Q1	$137K	Buy	2,727 +1,963	+257%	+$119K	0.02%	346
2021 Q4	$79K	Buy	+764	New	+$88K	0.01%	447

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