Wedmont Private Capital’s Rivian RIVN Stock Holding History

Wedmont Private Capital’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	$558K	Sell	31,926 -3,988	-11%	-$62.2K	0.02%	519
2026 Q1	$544K	Buy	35,914 +3,287	+10%	+$52.5K	0.02%	466
2025 Q4	$654K	Buy	32,627 +1,748	+6%	+$27.7K	0.02%	388
2025 Q3	$409K	Buy	30,879 +2,847	+10%	+$38.2K	0.02%	524
2025 Q2	$370K	Buy	28,032 +2,546	+10%	+$34.5K	0.02%	509
2025 Q1	$292K	Buy	25,486 +9,522	+60%	+$120K	0.02%	531
2024 Q4	$221K	Sell	15,964 -20,184	-56%	-$232K	0.01%	636
2024 Q3	$379K	Buy	36,148 +21,346	+144%	+$307K	0.02%	445
2024 Q2	$268K	Buy	+14,802	New	+$155K	0.02%	532

Other funds holding RIVN

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

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return