KWM
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Koa Wealth Management’s RH RH Stock Holding History

Koa 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
2026
Q2 		– Sell
-9,182
Closed -$1.28M – 60
2026
Q1 		$1.28M Sell
9,182
-184
-2% -$33.5K 0.93% 31
2025
Q4 		$1.68M Sell
9,366
-4,185
-31% -$716K 1.15% 28
2025
Q3 		$2.75M Buy
13,551
+3,094
+30% +$672K 2.04% 14
2025
Q2 		$1.98M Buy
10,457
+27
+0.3% +$5.01K 1.57% 19
2025
Q1 		$2.44M Buy
10,430
+1,716
+20% +$594K 1.97% 16
2024
Q4 		$3.43M Sell
8,714
-399
-4% -$142K 2.8% 9
2024
Q3 		$3.05M Sell
9,113
-399
-4% -$110K 2.35% 12
2024
Q2 		$2.33M Buy
9,512
+534
+6% +$140K 1.96% 17
2024
Q1 		$3.13M Buy
8,978
+6
+0.1% +$1.64K 2.82% 9
2023
Q4 		$2.62M Buy
+8,972
New +$2.32M 2.58% 10

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

Koa Wealth Management's RH Position: Q2 2026 in Review

Koa Wealth Management sold out of RH (RH) in Q2 2026, closing a stake of 9,182 shares — an estimated $1.28M sold.

Koa Wealth Management first reported a position in RH in Q4 2023 and held it in 10 quarters. The position peaked at $3.43M in Q4 2024. 372 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Koa Wealth Management reported no remaining RH position as of Q2 2026 after selling out during the quarter.
  • Koa Wealth Management sold 9,182 RH shares in Q2 2026, an estimated $1.28M.
  • Koa Wealth Management first reported a position in RH in Q4 2023 and held it in 10 quarters.
  • Koa Wealth Management's RH position peaked at $3.43M in Q4 2024.
  • 372 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Koa Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.