SWM
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Spire Wealth Management’s RH RH Stock Holding History

Spire 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
2026
Q2 		– Sell
-8
Closed -$1.12K – 2353
2026
Q1 		$1.12K Buy
+8
New +$1.46K ﹤0.01% 2132
2025
Q3 		– Sell
-200
Closed -$37.8K – 2463
2025
Q2 		$37.8K Sell
200
-2
-1% -$371 ﹤0.01% 1300
2025
Q1 		$47.4K Sell
202
-1
-0.5% -$346 ﹤0.01% 1304
2024
Q4 		$79.9K Buy
+203
New +$72.2K ﹤0.01% 1115
2022
Q2 		– Sell
-130
Closed -$38.6K – 2808
2022
Q1 		$42K Sell
130
-189
-59% -$75.6K ﹤0.01% 1514
2021
Q4 		$171K Buy
319
+234
+275% +$144K ﹤0.01% 1161
2021
Q3 		$57K Buy
85
+4
+5% +$2.75K ﹤0.01% 1419
2021
Q2 		$55K Buy
81
+7
+9% +$4.55K ﹤0.01% 1446
2021
Q1 		$14K Buy
+74
New +$36.5K ﹤0.01% 2306

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's RH Position: Q2 2026 in Review

Spire Wealth Management sold out of RH (RH) in Q2 2026, closing a stake of 8 shares — an estimated $1.12K sold.

Spire Wealth Management first reported a position in RH in Q1 2021 and held it in 9 quarters. The position peaked at $171K in Q4 2021. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Spire Wealth Management reported no remaining RH position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 8 RH shares in Q2 2026, an estimated $1.12K.
  • Spire Wealth Management first reported a position in RH in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's RH position peaked at $171K in Q4 2021.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.