UFPG
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United Financial Planning Group’s Rivian RIVN Stock Holding History

United Financial Planning Group’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 		$1.74K Buy
100
+99
+9,900% +$1.54K ﹤0.01% 441
2026
Q1 		$15 Sell
1
-99
-99% -$1.58K ﹤0.01% 460
2025
Q4 		$1.97K Hold
100
– – ﹤0.01% 335
2025
Q3 		$1.47K Buy
+100
New +$1.34K ﹤0.01% 195

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
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
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
U
Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

United Financial Planning Group's RIVN Position: Q2 2026 in Review

United Financial Planning Group increased its Rivian (RIVN) stake by 9,900% in Q2 2026, buying an estimated $1.54K and bringing the position to 100 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #441.

United Financial Planning Group first reported a position in RIVN in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.97K in Q4 2025. 825 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • United Financial Planning Group held 100 shares of Rivian worth $1.74K as of Q2 2026.
  • United Financial Planning Group bought 99 Rivian shares in Q2 2026, an estimated $1.54K.
  • Rivian made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #441 holding.
  • United Financial Planning Group first reported a position in Rivian in Q3 2025 and has held it in 4 quarters since.
  • United Financial Planning Group's Rivian position peaked at $1.97K in Q4 2025.
  • 825 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.