Lyell Wealth Management’s Robert Half RHI Stock Holding History

Lyell Wealth Management’s Portfolio RHI Stock Details RHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-5,212	Closed	-$214K	–	221
2025 Q2	$214K	Hold	5,212	–	–	0.02%	209
2025 Q1	$284K	Sell	5,212 -1,738	-25%	-$106K	0.03%	172
2024 Q4	$490K	Hold	6,950	–	–	0.04%	144
2024 Q3	$469K	Hold	6,950	–	–	0.04%	147
2024 Q2	$445K	Hold	6,950	–	–	0.04%	145
2024 Q1	$551K	Hold	6,950	–	–	0.06%	132
2023 Q4	$611K	Hold	6,950	–	–	0.07%	125
2023 Q3	$509K	Sell	6,950 -1,183	-15%	-$89.8K	0.07%	121
2023 Q2	$612K	Hold	8,133	–	–	0.08%	126
2023 Q1	$655K	Hold	8,133	–	–	0.09%	130
2022 Q4	$600K	Hold	8,133	–	–	0.09%	129
2022 Q3	$622K	Sell	8,133 -10	-0.1%	-$782	0.11%	123
2022 Q2	$610K	Sell	8,143 -10	-0.1%	-$948	0.1%	124
2022 Q1	$931K	Buy	8,153 +20	+0.2%	+$2.31K	0.12%	108
2021 Q4	$907K	Hold	8,133	–	–	0.1%	110
2021 Q3	$816K	Sell	8,133 -2,500	-24%	-$245K	0.1%	113
2021 Q2	$946K	Hold	10,633	–	–	0.12%	109
2021 Q1	$830K	Hold	10,633	–	–	0.12%	105
2020 Q4	$664K	Buy	+10,633	New	+$635K	0.11%	97

Other funds holding RHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lyell Wealth Management's RHI Position: Q3 2025 in Review

Lyell Wealth Management sold out of Robert Half (RHI) in Q3 2025, closing a stake of 5,212 shares — an estimated $214K sold.

Lyell Wealth Management first reported a position in RHI in Q4 2020 and held it in 19 quarters. The position peaked at $946K in Q2 2021. 440 funds tracked by Wall St. Rank hold RHI as of Q3 2025.

Lyell Wealth Management reported no remaining Robert Half position as of Q3 2025 after selling out during the quarter.
Lyell Wealth Management sold 5,212 Robert Half shares in Q3 2025, an estimated $214K.
Lyell Wealth Management first reported a position in Robert Half in Q4 2020 and held it in 19 quarters.
Lyell Wealth Management's Robert Half position peaked at $946K in Q2 2021.
440 funds tracked by Wall St. Rank held Robert Half as of Q3 2025.

Based on Lyell Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.