VWM
RIVN icon

Venturi Wealth Management’s Rivian RIVN Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-590
Closed -$7.85K – 1548
2024
Q4 		$7.85K Buy
590
+397
+206% +$4.57K ﹤0.01% 1505
2024
Q3 		$2.17K Buy
193
+103
+114% +$1.48K ﹤0.01% 1654
2024
Q2 		$1.21K Buy
+90
New +$940 ﹤0.01% 1443
2024
Q1 		– Sell
-90
Closed -$2.11K – 1427
2023
Q4 		$2.11K Hold
90
– – ﹤0.01% 1207
2023
Q3 		$2.19K Hold
90
– – ﹤0.01% 1153
2023
Q2 		$1.5K Hold
90
– – ﹤0.01% 966
2023
Q1 		$1.39K Buy
+90
New +$1.52K ﹤0.01% 1066

Other funds holding RIVN

ACI
Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return