IWC
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Integrated Wealth Concepts’s RH RH Stock Holding History

Integrated Wealth Concepts’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 		$25K Buy
+4
New +$551 ﹤0.01% 3908

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

Integrated Wealth Concepts's RH Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in RH (RH) in Q2 2026: 1,105 shares worth $182K. The stake represents ﹤0.01% of the portfolio and ranks #2400 among its holdings. This is a return to the name: Integrated Wealth Concepts previously reported a position in RH as recently as Q1 2021.

Integrated Wealth Concepts first reported a position in RH in Q1 2021 and has held it in 2 quarters since. The position peaked at $210K in Q1 2021. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Integrated Wealth Concepts held 1,105 shares of RH worth $182K as of Q2 2026.
  • RH was a new Integrated Wealth Concepts position in Q2 2026.
  • RH made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2400 holding.
  • Integrated Wealth Concepts first reported a position in RH in Q1 2021 and has held it in 2 quarters since.
  • Integrated Wealth Concepts's RH position peaked at $210K in Q1 2021.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.