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 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 $1.9T AUM 41.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Optimize Financial's RH Position: Q1 2026 in Review

Optimize Financial increased its RH (RH) stake by 87% in Q1 2026, buying an estimated $382K and bringing the position to 4,507 shares worth $630K. The position accounts for 0.31% of the portfolio, ranked #54.

Optimize Financial first reported a position in RH in Q3 2025 and has held it in 3 quarters since. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

Optimize Financial held 4,507 shares of RH worth $630K as of Q1 2026.
Optimize Financial bought 2,097 RH shares in Q1 2026, an estimated $382K.
RH made up 0.31% of Optimize Financial's portfolio in Q1 2026, its #54 holding.
Optimize Financial first reported a position in RH in Q3 2025 and has held it in 3 quarters since.
370 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.