Kestra Advisory Services
RH icon

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
Q3 		$410K Buy
3,366
+672
+25% +$106K ﹤0.01% 2679
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Xcel Wealth Management
Xcel Wealth Management Holly Hill, Florida $404M AUM 16.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Kestra Advisory Services's RH Position: Q3 2026 in Review

Kestra Advisory Services increased its RH (RH) stake by 25% in Q3 2026, buying an estimated $106K and bringing the position to 3,366 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #2679.

Kestra Advisory Services first reported a position in RH in Q3 2020 and has held it in 25 quarters since. The position peaked at $1.33M in Q3 2021. 196 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • Kestra Advisory Services held 3,366 shares of RH worth $410K as of Q3 2026.
  • Kestra Advisory Services bought 672 RH shares in Q3 2026, an estimated $106K.
  • RH made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2679 holding.
  • Kestra Advisory Services first reported a position in RH in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's RH position peaked at $1.33M in Q3 2021.
  • 196 funds tracked by Wall St. Rank held RH as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.