Winch Advisory Services’s Rivian RIVN Stock Holding History

Winch 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
2026 Q2	$2.2K	Hold	127	–	–	﹤0.01%	470
2026 Q1	$1.91K	Hold	127	–	–	﹤0.01%	430
2025 Q4	$2.5K	Hold	127	–	–	﹤0.01%	409
2025 Q3	$1.86K	Hold	127	–	–	﹤0.01%	431
2025 Q2	$1.75K	Hold	127	–	–	﹤0.01%	425
2025 Q1	$1.58K	Hold	127	–	–	﹤0.01%	426
2024 Q4	$1.69K	Hold	127	–	–	﹤0.01%	454
2024 Q3	$1.43K	Hold	127	–	–	﹤0.01%	390
2024 Q2	$1.7K	Hold	127	–	–	﹤0.01%	386
2024 Q1	$1.39K	Hold	127	–	–	﹤0.01%	387
2023 Q4	$2.98K	Hold	127	–	–	﹤0.01%	337
2023 Q3	$3K	Hold	127	–	–	﹤0.01%	337
2023 Q2	$2K	Hold	127	–	–	﹤0.01%	367
2023 Q1	$2K	Hold	127	–	–	﹤0.01%	362
2022 Q4	$2K	Hold	127	–	–	﹤0.01%	340
2022 Q3	$4K	Buy	127 +60	+90%	+$2.04K	﹤0.01%	287
2022 Q2	$2K	Hold	67	–	–	﹤0.01%	353
2022 Q1	$3K	Hold	67	–	–	﹤0.01%	360
2021 Q4	$7K	Buy	+67	New	+$7.72K	﹤0.01%	303

Other funds holding RIVN

ACI

Amazon.com Inc Seattle, Washington $4.42B AUM 22.6% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SPC

Slate Path Capital New York $7.22B AUM 110.75% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Uber San Francisco, California $4.51B AUM 1.92% 1-Year Est. Return

Winch Advisory Services's RIVN Position: Q2 2026 in Review

Winch Advisory Services held its Rivian (RIVN) position steady in Q2 2026 at 127 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #470.

Winch Advisory Services first reported a position in RIVN in Q4 2021 and has held it in 19 quarters since. The position peaked at $7K in Q4 2021. 817 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

Winch Advisory Services held 127 shares of Rivian worth $2.2K as of Q2 2026.
Winch Advisory Services left its Rivian share count unchanged in Q2 2026.
Rivian made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #470 holding.
Winch Advisory Services first reported a position in Rivian in Q4 2021 and has held it in 19 quarters since.
Winch Advisory Services's Rivian position peaked at $7K in Q4 2021.
817 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.