BWA
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Basecamp Wealth Advisors’s RH RH Stock Holding History

Basecamp Wealth Advisors’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 		$19.6K Sell
119
-51
-30% -$7.03K ﹤0.01% 821
2026
Q1 		$23.8K Sell
170
-148
-47% -$27K ﹤0.01% 767
2025
Q4 		$57K Buy
+318
New +$54.4K 0.01% 494

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Basecamp Wealth Advisors's RH Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its RH (RH) stake by 30% in Q2 2026, selling an estimated $7.03K and leaving 119 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Basecamp Wealth Advisors first reported a position in RH in Q4 2025 and has held it in 3 quarters since. The position peaked at $57K in Q4 2025. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Basecamp Wealth Advisors held 119 shares of RH worth $19.6K as of Q2 2026.
  • Basecamp Wealth Advisors sold 51 RH shares in Q2 2026, an estimated $7.03K.
  • RH made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #821 holding.
  • Basecamp Wealth Advisors first reported a position in RH in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's RH position peaked at $57K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.