Modera Wealth Management’s RH RH Stock Holding History

Modera 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 Q2	$1.98M	Hold	12,020	–	–	0.02%	273
2026 Q1	$1.68M	Buy	+12,020	New	+$2.19M	0.02%	272
2022 Q1	–	Sell	-420	Closed	-$225K	–	536
2021 Q4	$225K	Buy	+420	New	+$258K	0.01%	522

Other funds holding RH

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

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

Modera Wealth Management's RH Position: Q2 2026 in Review

Modera Wealth Management held its RH (RH) position steady in Q2 2026 at 12,020 shares worth $1.98M. The position accounts for 0.02% of the portfolio, ranked #273.

Modera Wealth Management first reported a position in RH in Q4 2021 and has held it in 3 quarters since. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

Modera Wealth Management held 12,020 shares of RH worth $1.98M as of Q2 2026.
Modera Wealth Management left its RH share count unchanged in Q2 2026.
RH made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #273 holding.
Modera Wealth Management first reported a position in RH in Q4 2021 and has held it in 3 quarters since.
371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.