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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
Q2 		$825K Buy
5,011
+3,000
+149% +$413K 0.1% 158
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 $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 $3.38T AUM 44.17% 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

Legacy Financial Advisors's RH Position: Q2 2026 in Review

Legacy Financial Advisors increased its RH (RH) stake by 149% in Q2 2026, buying an estimated $413K and bringing the position to 5,011 shares worth $825K. The position accounts for 0.1% of the portfolio, ranked #158.

Legacy Financial Advisors first reported a position in RH in Q2 2025 and has held it in 5 quarters since. 372 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Legacy Financial Advisors held 5,011 shares of RH worth $825K as of Q2 2026.
  • Legacy Financial Advisors bought 3,000 RH shares in Q2 2026, an estimated $413K.
  • RH made up 0.1% of Legacy Financial Advisors's portfolio in Q2 2026, its #158 holding.
  • Legacy Financial Advisors first reported a position in RH in Q2 2025 and has held it in 5 quarters since.
  • 372 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.