True Wealth Design’s Rivian RIVN Stock Holding History

True Wealth Design’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	$2.12K	Hold	122	–	–	﹤0.01%	1667
2026 Q1	$1.84K	Sell	122 -2	-2%	-$32	﹤0.01%	1585
2025 Q4	$2.44K	Sell	124 -527	-81%	-$8.37K	﹤0.01%	1375
2025 Q3	$9.56K	Buy	651 +23	+4%	+$308	﹤0.01%	846
2025 Q2	$8.63K	Buy	628 +56	+10%	+$760	﹤0.01%	630
2025 Q1	$7.12K	Sell	572 -6	-1%	-$76	﹤0.01%	570
2024 Q4	$7.69K	Buy	578 +556	+2,527%	+$6.4K	﹤0.01%	466
2024 Q3	$247	Hold	22	–	–	﹤0.01%	1181
2024 Q2	$296	Sell	22 -5	-19%	-$52	﹤0.01%	717
2024 Q1	$296	Buy	27 +9	+50%	+$130	﹤0.01%	714
2023 Q4	$423	Buy	18 +2	+13%	+$38	﹤0.01%	509
2023 Q3	$389	Hold	16	–	–	﹤0.01%	485
2023 Q2	$267	Hold	16	–	–	﹤0.01%	608
2023 Q1	$248	Hold	16	–	–	﹤0.01%	690
2022 Q4	$295	Buy	+16	New	+$471	﹤0.01%	586

Other funds holding RIVN

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWM

Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

Instrumental Wealth Tampa, Florida $198M AUM 24.07% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

True Wealth Design's RIVN Position: Q2 2026 in Review

True Wealth Design held its Rivian (RIVN) position steady in Q2 2026 at 122 shares worth $2.12K. The position accounts for ﹤0.01% of the portfolio, ranked #1667.

True Wealth Design first reported a position in RIVN in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.56K in Q3 2025. 99 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

True Wealth Design held 122 shares of Rivian worth $2.12K as of Q2 2026.
True Wealth Design left its Rivian share count unchanged in Q2 2026.
Rivian made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1667 holding.
True Wealth Design first reported a position in Rivian in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Rivian position peaked at $9.56K in Q3 2025.
99 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.