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Copia Wealth Management’s RH RH Stock Holding History

Copia 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 		$5.93K Sell
36
-35
-49% -$4.82K ﹤0.01% 385
2026
Q1 		$9.93K Sell
71
-23
-24% -$4.19K 0.01% 322
2025
Q4 		$16.8K Sell
94
-32
-25% -$5.47K 0.01% 279
2025
Q3 		$25.6K Sell
126
-39
-24% -$8.47K 0.02% 250
2025
Q2 		$31.2K Sell
165
-109
-40% -$20.2K 0.03% 202
2025
Q1 		$64.2K Buy
274
+5
+2% +$1.73K 0.06% 140
2024
Q4 		$106K Buy
+269
New +$95.7K 0.1% 109

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

Copia Wealth Management's RH Position: Q2 2026 in Review

Copia Wealth Management reduced its RH (RH) stake by 49% in Q2 2026, selling an estimated $4.82K and leaving 36 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

Copia Wealth Management first reported a position in RH in Q4 2024 and has held it in 7 quarters since. The position peaked at $106K in Q4 2024. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Copia Wealth Management held 36 shares of RH worth $5.93K as of Q2 2026.
  • Copia Wealth Management sold 35 RH shares in Q2 2026, an estimated $4.82K.
  • RH made up ﹤0.01% of Copia Wealth Management's portfolio in Q2 2026, its #385 holding.
  • Copia Wealth Management first reported a position in RH in Q4 2024 and has held it in 7 quarters since.
  • Copia Wealth Management's RH position peaked at $106K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.