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JFS Wealth Advisors’s RH RH Stock Holding History

JFS 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
Q2 		$659 Sell
4
-6
-60% -$827 ﹤0.01% 1905
2026
Q1 		$1.4K Buy
10
+6
+150% +$1.09K ﹤0.01% 1596
2025
Q4 		$717 Sell
4
-2
-33% -$342 ﹤0.01% 1756
2025
Q3 		$1.22K Hold
6
– – ﹤0.01% 1576
2025
Q2 		$1.14K Sell
6
-2
-25% -$371 ﹤0.01% 1544
2025
Q1 		$1.88K Sell
8
-1
-11% -$346 ﹤0.01% 1491
2024
Q4 		$3.54K Sell
9
-1
-10% -$356 ﹤0.01% 1258
2024
Q3 		$3.35K Buy
10
+1
+11% +$275 ﹤0.01% 1267
2024
Q2 		$2.2K Hold
9
– – ﹤0.01% 1397
2024
Q1 		$3.13K Buy
9
+2
+29% +$545 ﹤0.01% 1281
2023
Q4 		$2.04K Sell
7
-3
-30% -$775 ﹤0.01% 1423
2023
Q3 		$2.64K Hold
10
– – ﹤0.01% 1249
2023
Q2 		$3.3K Buy
10
+4
+67% +$1.04K ﹤0.01% 1195
2023
Q1 		$1.46K Sell
6
-3
-33% -$871 ﹤0.01% 1472
2022
Q4 		$2.4K Sell
9
-2
-18% -$521 ﹤0.01% 1302
2022
Q3 		$3K Buy
11
+7
+175% +$1.89K ﹤0.01% 1228
2022
Q2 		$1K Sell
4
-4
-50% -$1.19K ﹤0.01% 1619
2022
Q1 		$3K Buy
8
+5
+167% +$2K ﹤0.01% 1308
2021
Q4 		$2K Buy
+3
New +$1.85K ﹤0.01% 1147

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

JFS Wealth Advisors's RH Position: Q2 2026 in Review

JFS Wealth Advisors reduced its RH (RH) stake by 60% in Q2 2026, selling an estimated $827 and leaving 4 shares worth $659. The position accounts for ﹤0.01% of the portfolio, ranked #1905.

JFS Wealth Advisors first reported a position in RH in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.54K in Q4 2024. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • JFS Wealth Advisors held 4 shares of RH worth $659 as of Q2 2026.
  • JFS Wealth Advisors sold 6 RH shares in Q2 2026, an estimated $827.
  • RH made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1905 holding.
  • JFS Wealth Advisors first reported a position in RH in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's RH position peaked at $3.54K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.