Western Wealth Management’s Rivian RIVN Stock Holding History

Western 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
2026 Q1	$179K	Buy	+11,863	New	+$190K	0.01%	932
2025 Q2	–	Sell	-10,008	Closed	-$125K	–	743
2025 Q1	$125K	Sell	10,008 -302	-3%	-$3.8K	0.01%	667
2024 Q4	$137K	Sell	10,310 -6,098	-37%	-$70.2K	0.01%	653
2024 Q3	$184K	Buy	16,408 +60	+0.4%	+$862	0.01%	721
2024 Q2	$219K	Buy	16,348 +5,603	+52%	+$58.5K	0.02%	604
2024 Q1	$118K	Buy	10,745 +1,317	+14%	+$19K	0.01%	632
2023 Q4	$221K	Sell	9,428 -3,203	-25%	-$60.2K	0.02%	632
2023 Q3	$307K	Sell	12,631 -2,393	-16%	-$55.9K	0.03%	506
2023 Q2	$250K	Buy	15,024 +1,268	+9%	+$17.7K	0.02%	551
2023 Q1	$213K	Sell	13,756 -72	-0.5%	-$1.22K	0.02%	593
2022 Q4	$255K	Sell	13,828 -1,392	-9%	-$41K	0.03%	511
2022 Q3	$500K	Buy	15,220 +4,452	+41%	+$152K	0.03%	480
2022 Q2	$276K	Buy	+10,768	New	+$336K	0.02%	638

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $2.63B AUM 20.53% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return