U.S. Capital Wealth Advisors’s Rivian RIVN Stock Holding History

U.S. Capital Wealth 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 Q1	$777K	Buy	51,636 +24,491	+90%	+$392K	0.02%	577
2025 Q4	$535K	Buy	27,145 +2,642	+11%	+$41.9K	0.01%	643
2025 Q3	$360K	Buy	24,503 +4,563	+23%	+$61.1K	0.01%	720
2025 Q2	$274K	Buy	19,940 +3,714	+23%	+$50.4K	0.01%	747
2025 Q1	$202K	Sell	16,226 -5,768	-26%	-$72.6K	0.01%	800
2024 Q4	$293K	Buy	21,994 +5,555	+34%	+$63.9K	0.01%	696
2024 Q3	$184K	Buy	+16,439	New	+$236K	0.01%	675
2024 Q2	–	Hold	0	–	–	–	710
2024 Q1	–	Hold	0	–	–	–	704
2023 Q1	–	Sell	-1,528	Closed	-$28.2K	–	1331
2022 Q4	$28.2K	Buy	+1,528	New	+$45K	﹤0.01%	1026

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