Wealth Enhancement Advisory Services
RIVN icon

Wealth Enhancement Advisory Services’s Rivian RIVN Stock Holding History

Wealth Enhancement Advisory Services’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
2024
Q4 		– Sell
-1,000
Closed -$365 – 3092
2024
Q3 		$365 Hold
1,000
– – ﹤0.01% 2786
2024
Q2 		$480 Buy
+1,000
New +$10.4K ﹤0.01% 2602

Other funds holding RIVN

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
CDDEC
Caisse Des Depots Et Consignations Paris, France $5.91B AUM 35.65% 1-Year Est. Return

Wealth Enhancement Advisory Services's RIVN Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Rivian (RIVN) stake by 47% in Q2 2026, buying an estimated $278K and bringing the position to 55,382 shares worth $968K. The position accounts for ﹤0.01% of the portfolio, ranked #2091.

Wealth Enhancement Advisory Services first reported a position in RIVN in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q4 2024. 196 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

  • Wealth Enhancement Advisory Services held 55,382 shares of Rivian worth $968K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 17,820 Rivian shares in Q2 2026, an estimated $278K.
  • Rivian made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2091 holding.
  • Wealth Enhancement Advisory Services first reported a position in Rivian in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Rivian position peaked at $1.24M in Q4 2024.
  • 196 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.