AWM
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Avior Wealth Management’s RH RH Stock Holding History

Avior 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
2025
Q4 		– Sell
-1,151
Closed -$234K – 775
2025
Q3 		$234K Buy
+1,151
New +$250K 0.01% 665
2025
Q1 		– Sell
-8
Closed -$3.15K – 1969
2024
Q4 		$3.15K Sell
8
-23
-74% -$8.18K ﹤0.01% 2010
2024
Q3 		$10.4K Buy
+31
New +$8.54K ﹤0.01% 1548

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's RH Position: Q4 2025 in Review

Avior Wealth Management sold out of RH (RH) in Q4 2025, closing a stake of 1,151 shares — an estimated $234K sold.

Avior Wealth Management first reported a position in RH in Q3 2024 and held it in 3 quarters. The position peaked at $234K in Q3 2025. 391 funds tracked by Wall St. Rank hold RH as of Q4 2025.

  • Avior Wealth Management reported no remaining RH position as of Q4 2025 after selling out during the quarter.
  • Avior Wealth Management sold 1,151 RH shares in Q4 2025, an estimated $234K.
  • Avior Wealth Management first reported a position in RH in Q3 2024 and held it in 3 quarters.
  • Avior Wealth Management's RH position peaked at $234K in Q3 2025.
  • 391 funds tracked by Wall St. Rank held RH as of Q4 2025.

Based on Avior Wealth Management's 13F filing for Q4 2025, filed 6 Jan 2026.