KPPF
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Klein Pavlis & Peasley Financial’s RH RH Stock Holding History

Klein Pavlis & Peasley Financial’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
-3,392
Closed -$689K – 101
2025
Q3 		$689K Sell
3,392
-109
-3% -$23.7K 0.42% 64
2025
Q2 		$662K Sell
3,501
-128
-4% -$23.8K 0.44% 60
2025
Q1 		$868K Sell
3,629
-528
-13% -$183K 0.62% 56
2024
Q4 		$1.64M Buy
4,157
+138
+3% +$49.1K 1.32% 25
2024
Q3 		$1.34M Sell
4,019
-40
-1% -$11K 1.08% 34
2024
Q2 		$992K Buy
4,059
+189
+5% +$49.7K 0.88% 43
2024
Q1 		$1.35M Sell
3,870
-405
-9% -$110K 1.22% 32
2023
Q4 		$1.25M Buy
+4,275
New +$1.1M 1.16% 33

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $3.01B AUM 35.7% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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 $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Klein Pavlis & Peasley Financial's RH Position: Q4 2025 in Review

Klein Pavlis & Peasley Financial sold out of RH (RH) in Q4 2025, closing a stake of 3,392 shares — an estimated $689K sold.

Klein Pavlis & Peasley Financial first reported a position in RH in Q4 2023 and held it in 8 quarters. The position peaked at $1.64M in Q4 2024. 391 funds tracked by Wall St. Rank hold RH as of Q4 2025.

  • Klein Pavlis & Peasley Financial reported no remaining RH position as of Q4 2025 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 3,392 RH shares in Q4 2025, an estimated $689K.
  • Klein Pavlis & Peasley Financial first reported a position in RH in Q4 2023 and held it in 8 quarters.
  • Klein Pavlis & Peasley Financial's RH position peaked at $1.64M in Q4 2024.
  • 391 funds tracked by Wall St. Rank held RH as of Q4 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q4 2025, filed 14 Jan 2026.