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 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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Root Financial Partners's RH Position: Q2 2026 in Review

Root Financial Partners sold out of RH (RH) in Q2 2026, closing a stake of 40 shares — an estimated $5.59K sold.

Root Financial Partners first reported a position in RH in Q3 2025 and held it in 3 quarters. The position peaked at $7.52K in Q3 2025. 372 funds tracked by Wall St. Rank hold RH as of Q2 2026.

Root Financial Partners reported no remaining RH position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 40 RH shares in Q2 2026, an estimated $5.59K.
Root Financial Partners first reported a position in RH in Q3 2025 and held it in 3 quarters.
Root Financial Partners's RH position peaked at $7.52K in Q3 2025.
372 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.