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
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
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

Creative Planning's RH Position: Q2 2026 in Review

Creative Planning increased its RH (RH) stake by 85% in Q2 2026, buying an estimated $506K and bringing the position to 7,965 shares worth $1.31M. The position accounts for ﹤0.01% of the portfolio, ranked #2427.

Creative Planning first reported a position in RH in Q2 2014 and has held it in 45 quarters since. The position peaked at $2.26M in Q4 2021. 373 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Creative Planning held 7,965 shares of RH worth $1.31M as of Q2 2026.
  • Creative Planning bought 3,670 RH shares in Q2 2026, an estimated $506K.
  • RH made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2427 holding.
  • Creative Planning first reported a position in RH in Q2 2014 and has held it in 45 quarters since.
  • Creative Planning's RH position peaked at $2.26M in Q4 2021.
  • 373 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.