Creative Planning
RH icon

Creative Planning’s RH RH Stock Holding History

Creative Planning’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 		$601K Sell
4,295
-1,982
-32% -$361K ﹤0.01% 2880
2025
Q4 		$1.12M Buy
6,277
+1,229
+24% +$210K ﹤0.01% 2187
2025
Q3 		$1.03M Buy
5,048
+1,677
+50% +$364K ﹤0.01% 2091
2025
Q2 		$637K Buy
3,371
+1,028
+44% +$191K ﹤0.01% 2253
2025
Q1 		$549K Sell
2,343
-264
-10% -$91.4K ﹤0.01% 2200
2024
Q4 		$1.03M Buy
2,607
+243
+10% +$86.4K ﹤0.01% 1627
2024
Q3 		$791K Sell
2,364
-62
-3% -$17.1K ﹤0.01% 1711
2024
Q2 		$593K Buy
2,426
+97
+4% +$25.5K ﹤0.01% 1811
2024
Q1 		$811K Sell
2,329
-5
-0.2% -$1.36K ﹤0.01% 1496
2023
Q4 		$680K Sell
2,334
-629
-21% -$162K ﹤0.01% 1487
2023
Q3 		$783K Buy
2,963
+79
+3% +$27.5K ﹤0.01% 1285
2023
Q2 		$950K Buy
2,884
+108
+4% +$28.2K ﹤0.01% 1155
2023
Q1 		$676K Sell
2,776
-360
-11% -$105K ﹤0.01% 1300
2022
Q4 		$838K Sell
3,136
-252
-7% -$65.7K ﹤0.01% 1124
2022
Q3 		$834K Sell
3,388
-26
-0.8% -$7.02K ﹤0.01% 1041
2022
Q2 		$725K Sell
3,414
-752
-18% -$223K ﹤0.01% 1117
2022
Q1 		$1.36M Sell
4,166
-44
-1% -$17.6K ﹤0.01% 854
2021
Q4 		$2.26M Buy
4,210
+1,475
+54% +$907K ﹤0.01% 651
2021
Q3 		$1.82M Buy
2,735
+424
+18% +$292K ﹤0.01% 714
2021
Q2 		$1.57M Sell
2,311
-645
-22% -$419K ﹤0.01% 762
2021
Q1 		$1.76M Sell
2,956
-1,158
-28% -$571K ﹤0.01% 779
2020
Q4 		$1.84M Sell
4,114
-514
-11% -$212K ﹤0.01% 706
2020
Q3 		$1.77M Buy
4,628
+408
+10% +$129K ﹤0.01% 607
2020
Q2 		$1.05M Sell
4,220
-100
-2% -$18.1K ﹤0.01% 730
2020
Q1 		$434K Sell
4,320
-354
-8% -$66K ﹤0.01% 1019
2019
Q4 		$998K Buy
4,674
+1,298
+38% +$253K ﹤0.01% 791
2019
Q3 		$577K Sell
3,376
-497
-13% -$70.8K ﹤0.01% 987
2019
Q2 		$448K Sell
3,873
-550
-12% -$56.7K ﹤0.01% 1143
2019
Q1 		$455K Buy
4,423
+350
+9% +$47.7K ﹤0.01% 1090
2018
Q4 		$488K Buy
4,073
+496
+14% +$59.6K ﹤0.01% 977
2018
Q3 		$469K Buy
3,577
+1,204
+51% +$169K ﹤0.01% 1111
2018
Q2 		$332K Sell
2,373
-1,160
-33% -$126K ﹤0.01% 1313
2018
Q1 		$337K Buy
+3,533
New +$313K ﹤0.01% 1284
2017
Q3 		– Sell
-2,033
Closed -$131K – 3325
2017
Q2 		$131K Buy
2,033
+1,900
+1,429% +$100K ﹤0.01% 1788
2017
Q1 		$6K Buy
+133
New +$4.11K ﹤0.01% 3886
2016
Q4 		– Sell
-1,133
Closed -$39K – 4795
2016
Q3 		$39K Sell
1,133
-767
-40% -$24.4K ﹤0.01% 2560
2016
Q2 		$54K Sell
1,900
-270
-12% -$9.67K ﹤0.01% 2093
2016
Q1 		$91K Buy
2,170
+1,850
+578% +$94.6K ﹤0.01% 1693
2015
Q4 		$25K Sell
320
-62
-16% -$5.75K ﹤0.01% 2678
2015
Q3 		$36K Buy
+382
New +$37.6K ﹤0.01% 2299
2015
Q2 		– Sell
-400
Closed -$40K – 2592
2015
Q1 		$40K Buy
400
+225
+129% +$20.4K ﹤0.01% 2183
2014
Q4 		$17K Sell
175
-3
-2% -$251 ﹤0.01% 2773
2014
Q3 		$14K Buy
178
+78
+78% +$6.52K ﹤0.01% 2751
2014
Q2 		$9K Buy
+100
New +$7K ﹤0.01% 2940

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

Creative Planning's RH Position: Q1 2026 in Review

Creative Planning reduced its RH (RH) stake by 32% in Q1 2026, selling an estimated $361K and leaving 4,295 shares worth $601K. The position accounts for ﹤0.01% of the portfolio, ranked #2880.

Creative Planning first reported a position in RH in Q2 2014 and has held it in 44 quarters since. The position peaked at $2.26M in Q4 2021. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Creative Planning held 4,295 shares of RH worth $601K as of Q1 2026.
  • Creative Planning sold 1,982 RH shares in Q1 2026, an estimated $361K.
  • RH made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2880 holding.
  • Creative Planning first reported a position in RH in Q2 2014 and has held it in 44 quarters since.
  • Creative Planning's RH position peaked at $2.26M in Q4 2021.
  • 370 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.