KWM
RH icon

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
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 $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return