SPL
RH icon

Superior Planning, LLC’s RH RH Stock Holding History

Superior Planning, LLC’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.48K Buy
+45
New +$7.12K ﹤0.01% 1168

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Xcel Wealth Management
Xcel Wealth Management Holly Hill, Florida $404M AUM 16.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Superior Planning, LLC's RH Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in RH (RH) in Q3 2026: 45 shares worth $5.48K. The stake represents ﹤0.01% of the portfolio and ranks #1168 among its holdings.

196 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • Superior Planning, LLC held 45 shares of RH worth $5.48K as of Q3 2026.
  • RH was a new Superior Planning, LLC position in Q3 2026.
  • RH made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1168 holding.
  • 196 funds tracked by Wall St. Rank held RH as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.