BHWM
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Bay Harbor Wealth Management’s RH RH Stock Holding History

Bay Harbor 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 		– Sell
-1
Closed -$139 – 1336
2026
Q1 		$139 Buy
+1
New +$182 ﹤0.01% 1193
2025
Q4 		– Sell
-1
Closed -$203 – 1342
2025
Q3 		$203 Hold
1
– – ﹤0.01% 1031
2025
Q2 		$189 Buy
+1
New +$186 ﹤0.01% 936

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

Bay Harbor Wealth Management's RH Position: Q2 2026 in Review

Bay Harbor Wealth Management sold out of RH (RH) in Q2 2026, closing a stake of 1 share — an estimated $139 sold.

Bay Harbor Wealth Management first reported a position in RH in Q2 2025 and held it in 3 quarters. The position peaked at $203 in Q3 2025. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Bay Harbor Wealth Management reported no remaining RH position as of Q2 2026 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 1 RH share in Q2 2026, an estimated $139.
  • Bay Harbor Wealth Management first reported a position in RH in Q2 2025 and held it in 3 quarters.
  • Bay Harbor Wealth Management's RH position peaked at $203 in Q3 2025.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.