Shelton Wealth Management’s RH RH Stock Holding History

Shelton Wealth Management’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 Q2	–	Sell	-1,000	Closed	-$234K	–	171
2025 Q1	$234K	Buy	+1,000	New	+$346K	0.13%	114

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Shelton Wealth Management's RH Position: Q2 2025 in Review

Shelton Wealth Management sold out of RH (RH) in Q2 2025, closing a stake of 3,503 shares — an estimated $821K sold.

Shelton Wealth Management first reported a position in RH in Q4 2024 and held it in 2 quarters. The position peaked at $1.69M in Q4 2024. 417 funds tracked by Wall St. Rank hold RH as of Q2 2025.

Shelton Wealth Management reported no remaining RH position as of Q2 2025 after selling out during the quarter.
Shelton Wealth Management sold 3,503 RH shares in Q2 2025, an estimated $821K.
Shelton Wealth Management first reported a position in RH in Q4 2024 and held it in 2 quarters.
Shelton Wealth Management's RH position peaked at $1.69M in Q4 2024.
417 funds tracked by Wall St. Rank held RH as of Q2 2025.

Based on Shelton Wealth Management's 13F filing for Q2 2025, filed 11 Jul 2025.