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	-1,000	Closed	-$11K	–	2242
2020 Q2	$11K	Buy	+1,000	New	+$181K	﹤0.01%	1874

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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.