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Primoris Wealth Advisors’s RH RH Stock Holding History

Primoris 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
2026
Q2 		$1.73M Buy
+10,500
New +$1.45M 0.79% 37

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

Primoris Wealth Advisors's RH Position: Q2 2026 in Review

Primoris Wealth Advisors opened a new position in RH (RH) in Q2 2026: 10,500 shares worth $1.73M. The stake represents 0.79% of the portfolio and ranks #37 among its holdings.

371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Primoris Wealth Advisors held 10,500 shares of RH worth $1.73M as of Q2 2026.
  • RH was a new Primoris Wealth Advisors position in Q2 2026.
  • RH made up 0.79% of Primoris Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Primoris Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.