Optimize Financial’s RH RH Stock Holding History

Optimize Financial’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	$740K	Sell	4,492 -15	-0.3%	-$2.07K	0.27%	52
2026 Q1	$630K	Buy	4,507 +2,097	+87%	+$382K	0.31%	54
2025 Q4	$432K	Buy	2,410 +32	+1%	+$5.47K	0.22%	189
2025 Q3	$483K	Buy	+2,378	New	+$517K	0.25%	119

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

Optimize Financial's RH Position: Q2 2026 in Review

Optimize Financial reduced its RH (RH) stake by 0.33% in Q2 2026, selling an estimated $2.07K and leaving 4,492 shares worth $740K. The position accounts for 0.27% of the portfolio, ranked #52.

Optimize Financial first reported a position in RH in Q3 2025 and has held it in 4 quarters since. 373 funds tracked by Wall St. Rank hold RH as of Q2 2026.

Optimize Financial held 4,492 shares of RH worth $740K as of Q2 2026.
Optimize Financial sold 15 RH shares in Q2 2026, an estimated $2.07K.
RH made up 0.27% of Optimize Financial's portfolio in Q2 2026, its #52 holding.
Optimize Financial first reported a position in RH in Q3 2025 and has held it in 4 quarters since.
373 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.