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RIVN icon

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
Q3 		$429K Buy
28,723
+2,836
+11% +$46K 0.01% 505
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

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GAA
Green Alpha Advisors Niwot, Colorado $148M AUM 98.22% 1-Year Est. Return
ZCI
Zevenbergen Capital Investments Edmonds, Washington $4.37B AUM 52.9% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Valeo Financial Advisors's RIVN Position: Q3 2026 in Review

Valeo Financial Advisors increased its Rivian (RIVN) stake by 11% in Q3 2026, buying an estimated $46K and bringing the position to 28,723 shares worth $429K. The position accounts for 0.01% of the portfolio, ranked #505.

Valeo Financial Advisors first reported a position in RIVN in Q1 2022 and has held it in 16 quarters since. The position peaked at $500K in Q3 2023. 33 funds tracked by Wall St. Rank hold RIVN as of Q3 2026.

  • Valeo Financial Advisors held 28,723 shares of Rivian worth $429K as of Q3 2026.
  • Valeo Financial Advisors bought 2,836 Rivian shares in Q3 2026, an estimated $46K.
  • Rivian made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #505 holding.
  • Valeo Financial Advisors first reported a position in Rivian in Q1 2022 and has held it in 16 quarters since.
  • Valeo Financial Advisors's Rivian position peaked at $500K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held Rivian as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.