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
2020 Q3	–	Sell	-1,500	Closed	-$2K	–	2241
2020 Q2	$2K	Buy	+1,500	New	+$272K	﹤0.01%	1957
2019 Q3	–	Sell	-1,000	Closed	-$18K	–	2084
2019 Q2	$18K	Buy	+1,000	New	+$103K	﹤0.01%	1898
2015 Q2	–	Sell	-400	Closed	-$2K	–	2591
2015 Q1	$2K	Buy	+400	New	+$36.3K	﹤0.01%	3898

Other funds holding RH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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.