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 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

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