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Mount Yale Investment Advisors’s RH RH Stock Holding History

Mount Yale Investment 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 		$224K Buy
+1,362
New +$188K ﹤0.01% 1105
2025
Q3 		– Sell
-297
Closed -$56.1K – 1405
2025
Q2 		$56.1K Buy
+297
New +$55.2K ﹤0.01% 786

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

Mount Yale Investment Advisors's RH Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in RH (RH) in Q2 2026: 1,362 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1105 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in RH as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in RH in Q2 2025 and has held it in 2 quarters since. 372 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Mount Yale Investment Advisors held 1,362 shares of RH worth $224K as of Q2 2026.
  • RH was a new Mount Yale Investment Advisors position in Q2 2026.
  • RH made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1105 holding.
  • Mount Yale Investment Advisors first reported a position in RH in Q2 2025 and has held it in 2 quarters since.
  • 372 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.