Crewe Advisors’s RH RH Stock Holding History

Crewe Advisors’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
2025 Q4	–	Sell	-2	Closed	-$407	–	1125
2025 Q3	$407	Buy	+2	New	+$434	﹤0.01%	940
2024 Q3	–	Sell	-18	Closed	-$4.4K	–	940
2024 Q2	$4.4K	Buy	+18	New	+$4.73K	﹤0.01%	818

Other funds holding RH

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Crewe Advisors's RH Position: Q4 2025 in Review

Crewe Advisors sold out of RH (RH) in Q4 2025, closing a stake of 2 shares — an estimated $407 sold.

Crewe Advisors first reported a position in RH in Q2 2024 and held it in 2 quarters. The position peaked at $4.4K in Q2 2024. 391 funds tracked by Wall St. Rank hold RH as of Q4 2025.

Crewe Advisors reported no remaining RH position as of Q4 2025 after selling out during the quarter.
Crewe Advisors sold 2 RH shares in Q4 2025, an estimated $407.
Crewe Advisors first reported a position in RH in Q2 2024 and held it in 2 quarters.
Crewe Advisors's RH position peaked at $4.4K in Q2 2024.
391 funds tracked by Wall St. Rank held RH as of Q4 2025.

Based on Crewe Advisors's 13F filing for Q4 2025, filed 16 Jan 2026.