Physician Wealth Advisors’s RH RH Stock Holding History

Physician Wealth 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
2025 Q4	–	Sell	-5	Closed	-$1.02K	–	2134
2025 Q3	$1.02K	Hold	5	–	–	﹤0.01%	1570
2025 Q2	$946	Buy	+5	New	+$929	﹤0.01%	1468

Other funds holding RH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Physician Wealth Advisors's RH Position: Q4 2025 in Review

Physician Wealth Advisors sold out of RH (RH) in Q4 2025, closing a stake of 5 shares — an estimated $1.02K sold.

Physician Wealth Advisors first reported a position in RH in Q2 2025 and held it in 2 quarters. The position peaked at $1.02K in Q3 2025. 391 funds tracked by Wall St. Rank hold RH as of Q4 2025.

Physician Wealth Advisors reported no remaining RH position as of Q4 2025 after selling out during the quarter.
Physician Wealth Advisors sold 5 RH shares in Q4 2025, an estimated $1.02K.
Physician Wealth Advisors first reported a position in RH in Q2 2025 and held it in 2 quarters.
Physician Wealth Advisors's RH position peaked at $1.02K in Q3 2025.
391 funds tracked by Wall St. Rank held RH as of Q4 2025.

Based on Physician Wealth Advisors's 13F filing for Q4 2025, filed 29 Jan 2026.