JPWM
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Jamison Private Wealth Management’s RH RH Stock Holding History

Jamison Private Wealth Management’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
Q4 		– Sell
-1,068
Closed -$217K – 213
2025
Q3 		$217K Sell
1,068
-110
-9% -$23.9K 0.03% 205
2025
Q2 		$223K Buy
+1,178
New +$219K 0.03% 190

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jamison Private Wealth Management's RH Position: Q4 2025 in Review

Jamison Private Wealth Management sold out of RH (RH) in Q4 2025, closing a stake of 1,068 shares — an estimated $217K sold.

Jamison Private Wealth Management first reported a position in RH in Q2 2025 and held it in 2 quarters. The position peaked at $223K in Q2 2025. 391 funds tracked by Wall St. Rank hold RH as of Q4 2025.

  • Jamison Private Wealth Management reported no remaining RH position as of Q4 2025 after selling out during the quarter.
  • Jamison Private Wealth Management sold 1,068 RH shares in Q4 2025, an estimated $217K.
  • Jamison Private Wealth Management first reported a position in RH in Q2 2025 and held it in 2 quarters.
  • Jamison Private Wealth Management's RH position peaked at $223K in Q2 2025.
  • 391 funds tracked by Wall St. Rank held RH as of Q4 2025.

Based on Jamison Private Wealth Management's 13F filing for Q4 2025, filed 15 Jan 2026.