SHF
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Safe Harbor Fiduciary’s RH RH Stock Holding History

Safe Harbor Fiduciary’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 		– Sell
-71
Closed -$12.7K – 160
2025
Q4 		$12.7K Buy
+71
New +$12.1K 0.01% 142
2025
Q2 		$65.2K Sell
345
-3,780
-92% -$702K 0.06% 106
2025
Q1 		$967K Sell
4,125
-16
-0.4% -$5.54K 1% 28
2024
Q4 		$1.63M Sell
4,141
-117
-3% -$41.6K 1.66% 15
2024
Q3 		$1.42M Buy
+4,258
New +$1.17M 1.33% 19

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Safe Harbor Fiduciary's RH Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of RH (RH) in Q1 2026, closing a stake of 71 shares — an estimated $12.7K sold.

Safe Harbor Fiduciary first reported a position in RH in Q3 2024 and held it in 5 quarters. The position peaked at $1.63M in Q4 2024. 371 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining RH position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 71 RH shares in Q1 2026, an estimated $12.7K.
  • Safe Harbor Fiduciary first reported a position in RH in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's RH position peaked at $1.63M in Q4 2024.
  • 371 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.