United Capital Financial Advisors’s Rivian RIVN Stock Holding History

United Capital Financial 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 Q2	$330K	Sell	19,037 -6,596	-26%	-$103K	﹤0.01%	1328
2026 Q1	$386K	Buy	25,633 +11,318	+79%	+$181K	﹤0.01%	1204
2025 Q4	$282K	Sell	14,315 -639	-4%	-$10.1K	﹤0.01%	1195
2025 Q3	$220K	Buy	14,954 +3,191	+27%	+$42.8K	﹤0.01%	1126
2025 Q2	$162K	Buy	+11,763	New	+$160K	﹤0.01%	1070
2024 Q1	–	Sell	-10,917	Closed	-$256K	–	1117
2023 Q4	$256K	Buy	10,917 +518	+5%	+$9.74K	﹤0.01%	926
2023 Q3	$252K	Sell	10,399 -1,085	-9%	-$25.3K	﹤0.01%	759
2023 Q2	$191K	Buy	+11,484	New	+$160K	﹤0.01%	860
2022 Q4	–	Sell	-7,666	Closed	-$252K	–	1100
2022 Q3	$252K	Buy	+7,666	New	+$261K	﹤0.01%	958
2022 Q2	–	Sell	-8,507	Closed	-$427K	–	1184
2022 Q1	$427K	Buy	+8,507	New	+$518K	﹤0.01%	885

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

United Capital Financial Advisors's RIVN Position: Q2 2026 in Review

United Capital Financial Advisors reduced its Rivian (RIVN) stake by 26% in Q2 2026, selling an estimated $103K and leaving 19,037 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1328.

United Capital Financial Advisors first reported a position in RIVN in Q1 2022 and has held it in 10 quarters since. The position peaked at $427K in Q1 2022. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

United Capital Financial Advisors held 19,037 shares of Rivian worth $330K as of Q2 2026.
United Capital Financial Advisors sold 6,596 Rivian shares in Q2 2026, an estimated $103K.
Rivian made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1328 holding.
United Capital Financial Advisors first reported a position in Rivian in Q1 2022 and has held it in 10 quarters since.
United Capital Financial Advisors's Rivian position peaked at $427K in Q1 2022.
817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.