Mitchell McLeod Pugh & Williams’s RH RH Stock Holding History

Mitchell McLeod Pugh & Williams’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	–	Sell	-1,000	Closed	-$211K	–	291
2025 Q4	$211K	Buy	+1,000	New	+$171K	0.03%	280
2025 Q2	–	Sell	-1,000	Closed	-$234K	–	277
2025 Q1	$234K	Hold	1,000	–	–	0.05%	243
2024 Q4	$394K	Hold	1,000	–	–	0.08%	194
2024 Q3	$334K	Hold	1,000	–	–	0.07%	207
2024 Q2	$244K	Hold	1,000	–	–	0.06%	234
2024 Q1	$348K	Hold	1,000	–	–	0.08%	198
2023 Q4	$291K	Hold	1,000	–	–	0.08%	205
2023 Q3	$264K	Hold	1,000	–	–	0.08%	209
2023 Q2	$330K	Hold	1,000	–	–	0.1%	192
2023 Q1	$244K	Hold	1,000	–	–	0.08%	218
2022 Q4	$267K	Hold	1,000	–	–	0.09%	204
2022 Q3	$246K	Hold	1,000	–	–	0.09%	199
2022 Q2	$212K	Hold	1,000	–	–	0.08%	208
2022 Q1	$326K	Hold	1,000	–	–	0.11%	178
2021 Q4	$536K	Hold	1,000	–	–	0.18%	136
2021 Q3	$667K	Hold	1,000	–	–	0.25%	116
2021 Q2	$679K	Hold	1,000	–	–	0.26%	114
2021 Q1	$597K	Hold	1,000	–	–	0.25%	116
2020 Q4	$448K	Hold	1,000	–	–	0.21%	127
2020 Q3	$383K	Hold	1,000	–	–	0.2%	131
2020 Q2	$249K	Buy	+1,000	New	+$181K	0.14%	160

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Mitchell McLeod Pugh & Williams's RH Position: Q1 2026 in Review

Mitchell McLeod Pugh & Williams sold out of RH (RH) in Q1 2026, closing a stake of 1,000 shares — an estimated $211K sold.

Mitchell McLeod Pugh & Williams first reported a position in RH in Q2 2020 and held it in 21 quarters. The position peaked at $679K in Q2 2021. 371 funds tracked by Wall St. Rank hold RH as of Q1 2026.

Mitchell McLeod Pugh & Williams reported no remaining RH position as of Q1 2026 after selling out during the quarter.
Mitchell McLeod Pugh & Williams sold 1,000 RH shares in Q1 2026, an estimated $211K.
Mitchell McLeod Pugh & Williams first reported a position in RH in Q2 2020 and held it in 21 quarters.
Mitchell McLeod Pugh & Williams's RH position peaked at $679K in Q2 2021.
371 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q1 2026, filed 24 Apr 2026.