BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Rivian RIVN Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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	$70K	Sell	4,033 -2,000	-33%	-$31.2K	0.01%	839
2026 Q1	$90.8K	Buy	6,033 +1,850	+44%	+$29.6K	0.01%	780
2025 Q4	$82.4K	Buy	4,183 +33	+0.8%	+$524	0.01%	825
2025 Q3	$60.9K	Sell	4,150 -20	-0.5%	-$268	0.01%	876
2025 Q2	$57.3K	Sell	4,170 -33	-0.8%	-$448	0.01%	872
2025 Q1	$52.3K	Sell	4,203 -67	-2%	-$843	0.01%	927
2024 Q4	$56.8K	Sell	4,270 -145	-3%	-$1.67K	0.01%	829
2024 Q3	$49.5K	Buy	+4,415	New	+$63.4K	0.01%	947

Other funds holding RIVN

Amazon.com Inc Seattle, Washington $3.77B AUM 2.69% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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 $4.5B AUM 1.91% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s RIVN Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reduced its Rivian (RIVN) stake by 33% in Q2 2026, selling an estimated $31.2K and leaving 4,033 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #839.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in RIVN in Q3 2024 and has held it in 8 quarters since. The position peaked at $90.8K in Q1 2026. 830 funds tracked by Wall St. Rank hold RIVN as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 4,033 shares of Rivian worth $70K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 2,000 Rivian shares in Q2 2026, an estimated $31.2K.
Rivian made up 0.01% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #839 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Rivian in Q3 2024 and has held it in 8 quarters since.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Rivian position peaked at $90.8K in Q1 2026.
830 funds tracked by Wall St. Rank held Rivian as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.