KAS
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Kestra Advisory Services’s RH RH Stock Holding History

Kestra Advisory Services’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 		$444K Sell
2,694
-253
-9% -$34.9K ﹤0.01% 2429
2026
Q1 		$412K Sell
2,947
-86
-3% -$15.7K ﹤0.01% 2386
2025
Q4 		$543K Buy
3,033
+413
+16% +$70.6K ﹤0.01% 2084
2025
Q3 		$532K Sell
2,620
-2,016
-43% -$438K ﹤0.01% 2017
2025
Q2 		$876K Buy
4,636
+2,765
+148% +$514K ﹤0.01% 1570
2025
Q1 		$439K Buy
1,871
+400
+27% +$138K ﹤0.01% 1897
2024
Q4 		$579K Sell
1,471
-435
-23% -$155K ﹤0.01% 1782
2024
Q3 		$637K Buy
1,906
+22
+1% +$6.06K ﹤0.01% 1609
2024
Q2 		$461K Buy
1,884
+18
+1% +$4.73K ﹤0.01% 1844
2024
Q1 		$650K Sell
1,866
-34
-2% -$9.27K ﹤0.01% 1497
2023
Q4 		$554K Buy
1,900
+65
+4% +$16.8K ﹤0.01% 1464
2023
Q3 		$485K Buy
1,835
+137
+8% +$47.6K ﹤0.01% 1388
2023
Q2 		$560K Sell
1,698
-256
-13% -$66.9K 0.01% 1273
2023
Q1 		$476K Sell
1,954
-179
-8% -$52K 0.01% 1311
2022
Q4 		$570K Sell
2,133
-17
-0.8% -$4.43K 0.01% 1330
2022
Q3 		$529K Buy
2,150
+46
+2% +$12.4K 0.01% 1282
2022
Q2 		$447K Buy
2,104
+488
+30% +$145K ﹤0.01% 1392
2022
Q1 		$527K Buy
1,616
+443
+38% +$177K 0.01% 1263
2021
Q4 		$629K Sell
1,173
-828
-41% -$509K 0.01% 1194
2021
Q3 		$1.33M Buy
2,001
+587
+42% +$404K 0.01% 872
2021
Q2 		$960K Buy
1,414
+535
+61% +$347K 0.01% 965
2021
Q1 		$524K Sell
879
-60
-6% -$29.6K 0.01% 1171
2020
Q4 		$422K Buy
939
+935
+23,375% +$385K ﹤0.01% 1302
2020
Q3 		$231K Buy
+4
New +$1.26K ﹤0.01% 1224

Other funds holding RH

XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $185M AUM 67.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Kestra Advisory Services's RH Position: Q2 2026 in Review

Kestra Advisory Services reduced its RH (RH) stake by 8.6% in Q2 2026, selling an estimated $34.9K and leaving 2,694 shares worth $444K. The position accounts for ﹤0.01% of the portfolio, ranked #2429.

Kestra Advisory Services first reported a position in RH in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.33M in Q3 2021. 79 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Kestra Advisory Services held 2,694 shares of RH worth $444K as of Q2 2026.
  • Kestra Advisory Services sold 253 RH shares in Q2 2026, an estimated $34.9K.
  • RH made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2429 holding.
  • Kestra Advisory Services first reported a position in RH in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's RH position peaked at $1.33M in Q3 2021.
  • 79 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.