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
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 $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's RH Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its RH (RH) stake by 3% in Q1 2026, buying an estimated $25.1K and bringing the position to 4,677 shares worth $654K. The position accounts for ﹤0.01% of the portfolio, ranked #1856.

CAPTRUST Financial Advisors first reported a position in RH in Q3 2020 and has held it in 16 quarters since. The position peaked at $813K in Q4 2025. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • CAPTRUST Financial Advisors held 4,677 shares of RH worth $654K as of Q1 2026.
  • CAPTRUST Financial Advisors bought 138 RH shares in Q1 2026, an estimated $25.1K.
  • RH made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1856 holding.
  • CAPTRUST Financial Advisors first reported a position in RH in Q3 2020 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's RH position peaked at $813K in Q4 2025.
  • 370 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.