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Legacy Financial Advisors’s RH RH Stock Holding History

Legacy Financial Advisors’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 		$281K Buy
2,011
+11
+0.6% +$2K 0.04% 338
2025
Q4 		$358K Hold
2,000
– – 0.05% 287
2025
Q3 		$406K Hold
2,000
– – 0.06% 262
2025
Q2 		$378K Buy
+2,000
New +$371K 0.06% 240

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 $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B 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 $78.1B 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 $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Advisors's RH Position: Q1 2026 in Review

Legacy Financial Advisors increased its RH (RH) stake by 0.55% in Q1 2026, buying an estimated $2K and bringing the position to 2,011 shares worth $281K. The position accounts for 0.04% of the portfolio, ranked #338.

Legacy Financial Advisors first reported a position in RH in Q2 2025 and has held it in 4 quarters since. The position peaked at $406K in Q3 2025. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Legacy Financial Advisors held 2,011 shares of RH worth $281K as of Q1 2026.
  • Legacy Financial Advisors bought 11 RH shares in Q1 2026, an estimated $2K.
  • RH made up 0.04% of Legacy Financial Advisors's portfolio in Q1 2026, its #338 holding.
  • Legacy Financial Advisors first reported a position in RH in Q2 2025 and has held it in 4 quarters since.
  • Legacy Financial Advisors's RH position peaked at $406K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.