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
2025 Q4	–	Sell	-12,000	Closed	-$176K	–	893
2025 Q3	$176K	Buy	12,000 +2,000	+20%	+$26.8K	﹤0.01%	767
2025 Q2	$137K	Buy	10,000 +7,500	+300%	+$102K	﹤0.01%	733
2025 Q1	$31.1K	Sell	2,500 -400	-14%	-$5.03K	﹤0.01%	679
2024 Q4	$38.6K	Buy	2,900 +2,300	+383%	+$26.5K	﹤0.01%	723
2024 Q3	$6.73K	Hold	600	–	–	﹤0.01%	703
2024 Q2	$8	Hold	600	–	–	﹤0.01%	677
2024 Q1	$5	Hold	600	–	–	﹤0.01%	667
2023 Q4	$14	Hold	600	–	–	﹤0.01%	661
2023 Q3	$14	Buy	600 +100	+20%	+$2.33K	﹤0.01%	642
2023 Q2	$8	Hold	500	–	–	﹤0.01%	611
2023 Q1	$8	Buy	+500	New	+$8.44K	﹤0.01%	634
2022 Q2	–	Sell	-500	Closed	-$25K	–	625
2022 Q1	$25K	Buy	+500	New	+$30.4K	﹤0.01%	616

Other funds holding RIVN

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MMA

Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

EAM

EULAV Asset Management Sarasota, Florida $3.13B AUM 23.04% 1-Year Est. Return

HCM

Hodges Capital Management Dallas, Texas $1.51B AUM 85.85% 1-Year Est. Return

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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. 330 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.
330 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.