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Forte Capital’s RH RH Stock Holding History

Forte Capital’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
Q2 		– Sell
-3,539
Closed -$830K – 242
2025
Q1 		$830K Buy
3,539
+474
+15% +$164K 0.1% 128
2024
Q4 		$1.21M Buy
3,065
+1,910
+165% +$679K 0.14% 105
2024
Q3 		$386K Sell
1,155
-2,574
-69% -$709K 0.04% 187
2024
Q2 		$912K Sell
3,729
-729
-16% -$192K 0.11% 117
2024
Q1 		$1.55M Sell
4,458
-2,767
-38% -$754K 0.19% 91
2023
Q4 		$2.11M Sell
7,225
-1,730
-19% -$447K 0.29% 68
2023
Q3 		$2.37M Buy
8,955
+883
+11% +$307K 0.36% 56
2023
Q2 		$2.66M Sell
8,072
-536
-6% -$140K 0.38% 56
2023
Q1 		$2.1M Buy
8,608
+843
+11% +$245K 0.32% 65
2022
Q4 		$2.07M Sell
7,765
-1,217
-14% -$317K 0.36% 61
2022
Q3 		$2.21M Sell
8,982
-30
-0.3% -$8.1K 0.4% 56
2022
Q2 		$1.91M Sell
9,012
-501
-5% -$149K 0.33% 64
2022
Q1 		$5.1M Sell
9,513
-40
-0.4% -$16K 0.64% 39
2021
Q4 		$5.12M Sell
9,553
-118
-1% -$72.6K 0.65% 39
2021
Q3 		$6.45M Buy
+9,671
New +$6.66M 0.87% 33

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Squarepoint
Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return