Root Financial Partners
RH icon

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
Q3 		$2.68K Buy
+22
New +$3.48K ﹤0.01% 2499
2026
Q2 		– Sell
-40
Closed -$5.59K – 2551
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 $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Root Financial Partners's RH Position: Q3 2026 in Review

Root Financial Partners opened a new position in RH (RH) in Q3 2026: 22 shares worth $2.68K. The stake represents ﹤0.01% of the portfolio and ranks #2499 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RH as recently as Q1 2026.

Root Financial Partners first reported a position in RH in Q3 2025 and has held it in 4 quarters since. The position peaked at $7.52K in Q3 2025. 249 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • Root Financial Partners held 22 shares of RH worth $2.68K as of Q3 2026.
  • RH was a new Root Financial Partners position in Q3 2026.
  • RH made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2499 holding.
  • Root Financial Partners first reported a position in RH in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's RH position peaked at $7.52K in Q3 2025.
  • 249 funds tracked by Wall St. Rank held RH as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.