Activest Wealth Management’s RH RH Stock Holding History

Activest Wealth Management’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 Q2	$2.14K	Buy	+13	New	+$1.79K	﹤0.01%	844
2026 Q1	–	Sell	-13	Closed	-$2.33K	–	1318
2025 Q4	$2.33K	Sell	13 -22	-63%	-$3.76K	﹤0.01%	867
2025 Q3	$7.11K	Buy	35 +22	+169%	+$4.78K	﹤0.01%	577
2025 Q2	$2.46K	Sell	13 -4	-24%	-$743	﹤0.01%	660
2025 Q1	$3.98K	Buy	17 +4	+31%	+$1.39K	﹤0.01%	540
2024 Q4	$5.12K	Hold	13	–	–	﹤0.01%	372
2024 Q3	$4.35K	Hold	13	–	–	﹤0.01%	375
2024 Q2	$3.18K	Hold	13	–	–	﹤0.01%	374
2024 Q1	$4.53K	Hold	13	–	–	﹤0.01%	266
2023 Q4	$3.79K	Hold	13	–	–	﹤0.01%	245
2023 Q3	$3.44K	Buy	+13	New	+$4.52K	﹤0.01%	244
2023 Q2	–	Sell	-13	Closed	-$3.09K	–	388
2023 Q1	$3.09K	Hold	13	–	–	﹤0.01%	235
2022 Q4	$3.47K	Hold	13	–	–	﹤0.01%	378
2022 Q3	$3K	Hold	13	–	–	﹤0.01%	382
2022 Q2	$3K	Hold	13	–	–	﹤0.01%	304
2022 Q1	$4K	Hold	13	–	–	﹤0.01%	274
2021 Q4	$7K	Hold	13	–	–	﹤0.01%	238
2021 Q3	$9K	Hold	13	–	–	0.01%	242
2021 Q2	$9K	Hold	13	–	–	0.01%	213
2021 Q1	$8K	Buy	+13	New	+$6.41K	0.01%	212

Other funds holding RH

XWM

Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

UWM

Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return

IFS

Integrated Financial Solutions Reston, Virginia $185M AUM 67.6% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

CAM

Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Activest Wealth Management's RH Position: Q2 2026 in Review

Activest Wealth Management opened a new position in RH (RH) in Q2 2026: 13 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #844 among its holdings. This is a return to the name: Activest Wealth Management previously reported a position in RH as recently as Q4 2025.

Activest Wealth Management first reported a position in RH in Q1 2021 and has held it in 20 quarters since. The position peaked at $9K in Q3 2021. 83 funds tracked by Wall St. Rank hold RH as of Q2 2026.

Activest Wealth Management held 13 shares of RH worth $2.14K as of Q2 2026.
RH was a new Activest Wealth Management position in Q2 2026.
RH made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #844 holding.
Activest Wealth Management first reported a position in RH in Q1 2021 and has held it in 20 quarters since.
Activest Wealth Management's RH position peaked at $9K in Q3 2021.
83 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Activest Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.