CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s RH RH Stock Holding History

CAPTRUST Financial 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 		– Sell
-4,677
Closed -$654K – 3375
2026
Q1 		$654K Buy
4,677
+138
+3% +$25.1K ﹤0.01% 1856
2025
Q4 		$813K Buy
4,539
+2,419
+114% +$414K ﹤0.01% 1618
2025
Q3 		$431K Buy
+2,120
New +$461K ﹤0.01% 1915
2023
Q4 		– Sell
-1,374
Closed -$363K – 2773
2023
Q3 		$363K Sell
1,374
-795
-37% -$276K ﹤0.01% 1870
2023
Q2 		$715K Buy
2,169
+630
+41% +$165K ﹤0.01% 1415
2023
Q1 		$375K Buy
1,539
+709
+85% +$206K ﹤0.01% 1577
2022
Q4 		$222K Sell
830
-95
-10% -$24.8K ﹤0.01% 1880
2022
Q3 		$228K Sell
925
-10
-1% -$2.7K ﹤0.01% 1737
2022
Q2 		$198K Hold
935
– – ﹤0.01% 1702
2022
Q1 		$305K Buy
935
+241
+35% +$96.4K ﹤0.01% 1431
2021
Q4 		$372K Buy
694
+159
+30% +$97.8K ﹤0.01% 1275
2021
Q3 		$357K Sell
535
-10
-2% -$6.88K ﹤0.01% 1200
2021
Q2 		$370K Sell
545
-59
-10% -$38.3K ﹤0.01% 1137
2021
Q1 		$360K Buy
604
+574
+1,913% +$283K ﹤0.01% 1132
2020
Q4 		$13K Hold
30
– – ﹤0.01% 2461
2020
Q3 		$11K Buy
+30
New +$9.46K ﹤0.01% 2250

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

CAPTRUST Financial Advisors's RH Position: Q2 2026 in Review

CAPTRUST Financial Advisors sold out of RH (RH) in Q2 2026, closing a stake of 4,677 shares — an estimated $654K sold.

CAPTRUST Financial Advisors first reported a position in RH in Q3 2020 and held it in 16 quarters. The position peaked at $813K in Q4 2025. 372 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • CAPTRUST Financial Advisors reported no remaining RH position as of Q2 2026 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,677 RH shares in Q2 2026, an estimated $654K.
  • CAPTRUST Financial Advisors first reported a position in RH in Q3 2020 and held it in 16 quarters.
  • CAPTRUST Financial Advisors's RH position peaked at $813K in Q4 2025.
  • 372 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.