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Valeo Financial Advisors’s Rivian RIVN Stock Holding History

Valeo 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 		$449K Buy
25,887
+1,642
+7% +$25.6K 0.01% 478
2026
Q1 		$365K Buy
24,245
+249
+1% +$3.98K 0.01% 486
2025
Q4 		$473K Buy
23,996
+2,434
+11% +$38.6K 0.01% 478
2025
Q3 		$317K Buy
21,562
+3,496
+19% +$46.8K 0.01% 592
2025
Q2 		$248K Sell
18,066
-450
-2% -$6.11K 0.01% 640
2025
Q1 		$231K Sell
18,516
-8,248
-31% -$104K 0.01% 606
2024
Q4 		$356K Sell
26,764
-3,265
-11% -$37.6K 0.01% 490
2024
Q3 		$337K Sell
30,029
-5,620
-16% -$80.7K 0.01% 506
2024
Q2 		$478K Buy
35,649
+2,621
+8% +$27.4K 0.02% 400
2024
Q1 		$292K Buy
33,028
+12,683
+62% +$183K 0.01% 511
2023
Q4 		$477K Sell
20,345
-234
-1% -$4.4K 0.02% 381
2023
Q3 		$500K Buy
20,579
+7,475
+57% +$175K 0.02% 334
2023
Q2 		$218K Buy
13,104
+1,925
+17% +$26.9K 0.01% 522
2023
Q1 		$173K Buy
+11,179
New +$189K 0.01% 562
2022
Q2 		– Sell
-4,186
Closed -$210K – 626
2022
Q1 		$210K Buy
+4,186
New +$255K 0.01% 537

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 $3.37T AUM 44.26% 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

Valeo Financial Advisors's RIVN Position: Q2 2026 in Review

Valeo Financial Advisors increased its Rivian (RIVN) stake by 6.8% in Q2 2026, buying an estimated $25.6K and bringing the position to 25,887 shares worth $449K. The position accounts for 0.01% of the portfolio, ranked #478.

Valeo Financial Advisors first reported a position in RIVN in Q1 2022 and has held it in 15 quarters since. The position peaked at $500K in Q3 2023. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Valeo Financial Advisors held 25,887 shares of Rivian worth $449K as of Q2 2026.
  • Valeo Financial Advisors bought 1,642 Rivian shares in Q2 2026, an estimated $25.6K.
  • Rivian made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #478 holding.
  • Valeo Financial Advisors first reported a position in Rivian in Q1 2022 and has held it in 15 quarters since.
  • Valeo Financial Advisors's Rivian position peaked at $500K in Q3 2023.
  • 817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.