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Bogart Wealth LLC’s RH RH Stock Holding History

Bogart Wealth 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
Q2 		$824 Buy
5
+2
+67% +$276 ﹤0.01% 1656
2026
Q1 		$419 Hold
3
– – ﹤0.01% 1639
2025
Q4 		$537 Hold
3
– – ﹤0.01% 1448
2025
Q3 		$609 Hold
3
– – ﹤0.01% 1361
2025
Q2 		$567 Buy
+3
New +$557 ﹤0.01% 1316
2023
Q3 		– Sell
-6
Closed -$1.98K – 1097
2023
Q2 		$1.98K Buy
+6
New +$1.57K ﹤0.01% 882

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

Bogart Wealth LLC's RH Position: Q2 2026 in Review

Bogart Wealth LLC increased its RH (RH) stake by 67% in Q2 2026, buying an estimated $276 and bringing the position to 5 shares worth $824. The position accounts for ﹤0.01% of the portfolio, ranked #1656.

Bogart Wealth LLC first reported a position in RH in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.98K in Q2 2023. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Bogart Wealth LLC held 5 shares of RH worth $824 as of Q2 2026.
  • Bogart Wealth LLC bought 2 RH shares in Q2 2026, an estimated $276.
  • RH made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1656 holding.
  • Bogart Wealth LLC first reported a position in RH in Q2 2023 and has held it in 6 quarters since.
  • Bogart Wealth LLC's RH position peaked at $1.98K in Q2 2023.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.