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Fortis Group Advisors’s RH RH Stock Holding History

Fortis Group 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 		– Sell
-3,500
Closed -$696K – 617
2025
Q4 		$696K Buy
+3,500
New +$599K 0.12% 184
2025
Q3 		– Sell
-3,502
Closed -$720K – 561
2025
Q2 		$720K Buy
+3,502
New +$650K 0.13% 140
2025
Q1 		– Sell
-4,844
Closed -$1.91M – 526
2024
Q4 		$1.91M Buy
+4,844
New +$1.72M 0.36% 72

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

Fortis Group Advisors's RH Position: Q1 2026 in Review

Fortis Group Advisors sold out of RH (RH) in Q1 2026, closing a stake of 3,500 shares — an estimated $696K sold.

Fortis Group Advisors first reported a position in RH in Q4 2024 and held it in 3 quarters. The position peaked at $1.91M in Q4 2024. 371 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Fortis Group Advisors reported no remaining RH position as of Q1 2026 after selling out during the quarter.
  • Fortis Group Advisors sold 3,500 RH shares in Q1 2026, an estimated $696K.
  • Fortis Group Advisors first reported a position in RH in Q4 2024 and held it in 3 quarters.
  • Fortis Group Advisors's RH position peaked at $1.91M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Fortis Group Advisors's 13F filing for Q1 2026, filed 8 May 2026.