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Pinnacle Wealth Planning Services’s RH RH Stock Holding History

Pinnacle Wealth Planning Services’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 		$17.1K Sell
104
-6
-5% -$827 ﹤0.01% 1847
2026
Q1 		$15.4K Sell
110
-84
-43% -$15.3K ﹤0.01% 1820
2025
Q4 		$34.8K Buy
+194
New +$33.2K ﹤0.01% 1429
2021
Q1 		– Sell
-76
Closed -$34K – 1600
2020
Q4 		$34K Buy
+76
New +$31.3K 0.01% 955

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 $3.37T AUM 44.26% 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

Pinnacle Wealth Planning Services's RH Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its RH (RH) stake by 5.5% in Q2 2026, selling an estimated $827 and leaving 104 shares worth $17.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1847.

Pinnacle Wealth Planning Services first reported a position in RH in Q4 2020 and has held it in 4 quarters since. The position peaked at $34.8K in Q4 2025. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Pinnacle Wealth Planning Services held 104 shares of RH worth $17.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 6 RH shares in Q2 2026, an estimated $827.
  • RH made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1847 holding.
  • Pinnacle Wealth Planning Services first reported a position in RH in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's RH position peaked at $34.8K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.