Rise Advisors’s RH RH Stock Holding History

Rise 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	-39	Closed	-$7.92K	–	1145
2025 Q3	$7.92K	Hold	39	–	–	﹤0.01%	1088
2025 Q2	$7.37K	Hold	39	–	–	﹤0.01%	1123
2025 Q1	$9.14K	Buy	+39	New	+$13.5K	﹤0.01%	1033
2024 Q2	–	Sell	-3	Closed	-$1.04K	–	1262
2024 Q1	$1.04K	Hold	3	–	–	﹤0.01%	1178
2023 Q4	$874	Hold	3	–	–	﹤0.01%	530
2023 Q3	$793	Hold	3	–	–	﹤0.01%	555
2023 Q2	$989	Hold	3	–	–	﹤0.01%	575
2023 Q1	$731	Hold	3	–	–	﹤0.01%	696
2022 Q4	$802	Hold	3	–	–	﹤0.01%	673
2022 Q3	$1K	Hold	3	–	–	﹤0.01%	666
2022 Q2	$1K	Hold	3	–	–	﹤0.01%	665
2022 Q1	$1K	Hold	3	–	–	﹤0.01%	629
2021 Q4	$1.61K	Buy	+3	New	+$1.85K	﹤0.01%	561

Other funds holding RH

Fidelity Investments

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 $5.7T AUM 30.48% 1-Year Est. Return

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

AllianceBernstein

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

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

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