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Evergreen Capital Management’s RH RH Stock Holding History

Evergreen Capital Management’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
Q2 		$527K Sell
3,198
-33,306
-91% -$4.59M 0.01% 869
2026
Q1 		$5.1M Buy
36,504
+2,090
+6% +$381K 0.11% 193
2025
Q4 		$6.17M Buy
34,414
+14,247
+71% +$2.44M 0.14% 154
2025
Q3 		$4.1M Buy
20,167
+2,924
+17% +$635K 0.1% 190
2025
Q2 		$3.26M Buy
17,243
+609
+4% +$113K 0.1% 206
2025
Q1 		$3.9M Sell
16,634
-694
-4% -$240K 0.13% 179
2024
Q4 		$6.82M Buy
17,328
+304
+2% +$108K 0.22% 127
2024
Q3 		$5.69M Buy
17,024
+501
+3% +$138K 0.19% 138
2024
Q2 		$4.04M Buy
16,523
+195
+1% +$51.3K 0.15% 165
2024
Q1 		$5.69M Sell
16,328
-81
-0.5% -$22.1K 0.22% 124
2023
Q4 		$4.78M Sell
16,409
-2,031
-11% -$524K 0.2% 143
2023
Q3 		$4.87M Sell
18,440
-396
-2% -$138K 0.21% 139
2023
Q2 		$6.21M Buy
18,836
+209
+1% +$54.6K 0.26% 116
2023
Q1 		$4.54M Sell
18,627
-176
-0.9% -$51.1K 0.2% 135
2022
Q4 		$5.02M Buy
18,803
+101
+0.5% +$26.3K 0.24% 124
2022
Q3 		$4.6M Buy
18,702
+1,136
+6% +$307K 0.24% 120
2022
Q2 		$3.73M Buy
17,566
+16,892
+2,506% +$5.01M 0.19% 140
2022
Q1 		$220K Buy
674
+257
+62% +$103K 0.01% 582
2021
Q4 		$223K Hold
417
– – 0.01% 566
2021
Q3 		$278K Hold
417
– – 0.01% 456
2021
Q2 		$283K Hold
417
– – 0.01% 434
2021
Q1 		$249K Buy
+417
New +$206K 0.01% 432

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

Evergreen Capital Management's RH Position: Q2 2026 in Review

Evergreen Capital Management reduced its RH (RH) stake by 91% in Q2 2026, selling an estimated $4.59M and leaving 3,198 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #869.

Evergreen Capital Management first reported a position in RH in Q1 2021 and has held it in 22 quarters since. The position peaked at $6.82M in Q4 2024. 373 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Evergreen Capital Management held 3,198 shares of RH worth $527K as of Q2 2026.
  • Evergreen Capital Management sold 33,306 RH shares in Q2 2026, an estimated $4.59M.
  • RH made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #869 holding.
  • Evergreen Capital Management first reported a position in RH in Q1 2021 and has held it in 22 quarters since.
  • Evergreen Capital Management's RH position peaked at $6.82M in Q4 2024.
  • 373 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.