EWA
RH icon

Exencial Wealth Advisors’s RH RH Stock Holding History

Exencial 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
Q1 		$349K Buy
2,495
+218
+10% +$39.7K 0.01% 457
2025
Q4 		$408K Sell
2,277
-148
-6% -$25.3K 0.01% 431
2025
Q3 		$493K Buy
+2,425
New +$527K 0.02% 374

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Exencial Wealth Advisors's RH Position: Q1 2026 in Review

Exencial Wealth Advisors increased its RH (RH) stake by 9.6% in Q1 2026, buying an estimated $39.7K and bringing the position to 2,495 shares worth $349K. The position accounts for 0.01% of the portfolio, ranked #457.

Exencial Wealth Advisors first reported a position in RH in Q3 2025 and has held it in 3 quarters since. The position peaked at $493K in Q3 2025. 371 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Exencial Wealth Advisors held 2,495 shares of RH worth $349K as of Q1 2026.
  • Exencial Wealth Advisors bought 218 RH shares in Q1 2026, an estimated $39.7K.
  • RH made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #457 holding.
  • Exencial Wealth Advisors first reported a position in RH in Q3 2025 and has held it in 3 quarters since.
  • Exencial Wealth Advisors's RH position peaked at $493K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.