EWA
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EverSource Wealth Advisors’s RH RH Stock Holding History

EverSource Wealth 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
2026
Q2 		$5.44K Buy
33
+15
+83% +$2.07K ﹤0.01% 3247
2026
Q1 		$2.52K Buy
18
+9
+100% +$1.64K ﹤0.01% 3563
2025
Q4 		$1.61K Sell
9
-3
-25% -$513 ﹤0.01% 3573
2025
Q3 		$2.44K Hold
12
– – ﹤0.01% 3456
2025
Q2 		$2.27K Sell
12
-3
-20% -$557 ﹤0.01% 3470
2025
Q1 		$3.52K Buy
15
+11
+275% +$3.81K ﹤0.01% 2663
2024
Q4 		$1.57K Sell
4
-2
-33% -$711 ﹤0.01% 2802
2024
Q3 		$2.01K Buy
6
+2
+50% +$551 ﹤0.01% 2549
2024
Q2 		$1.16K Sell
4
-1
-20% -$263 ﹤0.01% 2704
2024
Q1 		$1.24K Sell
5
-6
-55% -$1.64K ﹤0.01% 2516
2023
Q4 		$3.21K Buy
11
+7
+175% +$1.81K ﹤0.01% 2031
2023
Q3 		$1.06K Hold
4
– – ﹤0.01% 2182
2023
Q2 		$1.32K Sell
4
-3
-43% -$784 ﹤0.01% 2134
2023
Q1 		$1.71K Buy
+7
New +$2.03K ﹤0.01% 1982
2022
Q3 		– Sell
-47
Closed -$10K – 2100
2022
Q2 		$10K Buy
+47
New +$13.9K ﹤0.01% 1039
2022
Q1 		– Sell
-19
Closed -$10K – 1822
2021
Q4 		$10K Buy
+19
New +$11.7K ﹤0.01% 971

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

EverSource Wealth Advisors's RH Position: Q2 2026 in Review

EverSource Wealth Advisors increased its RH (RH) stake by 83% in Q2 2026, buying an estimated $2.07K and bringing the position to 33 shares worth $5.44K. The position accounts for ﹤0.01% of the portfolio, ranked #3247.

EverSource Wealth Advisors first reported a position in RH in Q4 2021 and has held it in 16 quarters since. The position peaked at $10K in Q2 2022. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • EverSource Wealth Advisors held 33 shares of RH worth $5.44K as of Q2 2026.
  • EverSource Wealth Advisors bought 15 RH shares in Q2 2026, an estimated $2.07K.
  • RH made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3247 holding.
  • EverSource Wealth Advisors first reported a position in RH in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's RH position peaked at $10K in Q2 2022.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.