OARSMAN CAPITAL, INC. RIVN — RIVIAN AUTOMOTIVE INC COM CL A

Ownership history in OARSMAN CAPITAL, INC.  ·  6 quarters on record

AI Ownership Summary

OARSMAN CAPITAL, INC. reported RIVIAN AUTOMOTIVE INC COM CL A (RIVN) in 6 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 0.03% in 2024 Q3. The latest visible filing shows RIVN at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RIVN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was OARSMAN CAPITAL, INC.'s position in RIVIAN AUTOMOTIVE INC COM CL A, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RIVN was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RIVN stock page OARSMAN CAPITAL, INC. fund profile OARSMAN CAPITAL, INC. full holdings
How OARSMAN CAPITAL, INC. held RIVN — position size vs. price
% of Fund (quarterly)    RIVN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 10,744 +610 +6.0% 0.02% $162K 2026-04-28 $16.14
2025 Q3 REDUCED 5.0% +40.8% ❌ 10,134 -535 -5.0% 0.02% $149K 2025-11-21 $14.86
2025 Q2 REDUCED 8.9% +11.0% ❌ 10,669 -1,044 -8.9% 0.02% $147K 2025-08-01 $12.38
2025 Q1 ADDED — — — 11,713 +117 +1.0% 0.03% $146K 2025-05-14 $14.82
2024 Q4 REDUCED 14.0% -6.4% ✅ 11,596 -1,882 -14.0% 0.03% $154K 2025-02-13 $13.30
2024 Q3 INITIATED — — — 13,478 — — 0.03% $151K 2024-11-08 $10.59

🏢 Other funds also holding RIVN

As of 2026 Q1 — sorted by position size

Andrew Hill Investment Advisors, Inc. 3Y 1.88% Green Alpha Advisors, LLC 3Y 1.83% Baron Wealth Management LLC 1.41% UDINE WEALTH MANAGEMENT, INC. 3Y 1.15% SPIREPOINT PRIVATE CLIENT, LLC 0.62% Bayforest Capital Ltd 0.26% Polianta Ltd 3Y 7Y 0.2% Rydar Equities, Inc. 0.2% Clare Market Investments LLC 0.19% Johnson & White Wealth Management, LLC 3Y 0.16%

FAQ About OARSMAN CAPITAL, INC. and RIVN

These are the practical questions this page is built to answer before you even open the full history table.

How long has OARSMAN CAPITAL, INC. reported owning RIVN?

OARSMAN CAPITAL, INC. reported RIVN across 6 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported RIVN position in OARSMAN CAPITAL, INC.'s portfolio?

The largest reported portfolio weight for RIVN was 0.03% in 2024 Q3.

What is the latest reported RIVN position on this page?

The most recent filing on this page is 2026 Q1, when OARSMAN CAPITAL, INC. reported 10,744 shares, equal to 0.02% of portfolio, with an estimated market value of $162K.

What does the chart on this RIVN ownership page compare?

The chart compares OARSMAN CAPITAL, INC.'s quarterly RIVN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did OARSMAN CAPITAL, INC. time their RIVN position?

Based on 13F filing dates vs. subsequent RIVN price moves, OARSMAN CAPITAL, INC. correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on RIVN relative to SPY over the holding period was +17.0%.

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