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Root Financial Partners’s RH RH Stock Holding History

Root Financial Partners’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 		$5.59K Buy
40
+21
+111% +$3.83K ﹤0.01% 1911
2025
Q4 		$3.4K Sell
19
-18
-49% -$3.08K ﹤0.01% 1875
2025
Q3 		$7.52K Buy
+37
New +$8.04K ﹤0.01% 1563

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
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
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's RH Position: Q1 2026 in Review

Root Financial Partners increased its RH (RH) stake by 111% in Q1 2026, buying an estimated $3.83K and bringing the position to 40 shares worth $5.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1911.

Root Financial Partners first reported a position in RH in Q3 2025 and has held it in 3 quarters since. The position peaked at $7.52K in Q3 2025. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Root Financial Partners held 40 shares of RH worth $5.59K as of Q1 2026.
  • Root Financial Partners bought 21 RH shares in Q1 2026, an estimated $3.83K.
  • RH made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1911 holding.
  • Root Financial Partners first reported a position in RH in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's RH position peaked at $7.52K in Q3 2025.
  • 370 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.