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
2024
Q2 		– Sell
-3
Closed -$965 – 2365
2024
Q1 		$965 Hold
3
– – ﹤0.01% 2207
2023
Q4 		$778 Hold
3
– – ﹤0.01% 2304
2023
Q3 		$793 Sell
3
-42
-93% -$14.6K ﹤0.01% 2289
2023
Q2 		$14.7K Buy
45
+1
+2% +$261 ﹤0.01% 1699
2023
Q1 		$10.7K Buy
+44
New +$12.8K ﹤0.01% 1822
2022
Q4 		– Sell
-125
Closed -$31K – 2386
2022
Q3 		$31K Sell
125
-6
-5% -$1.62K ﹤0.01% 1141
2022
Q2 		$28K Buy
+131
New +$38.9K ﹤0.01% 1535

Other funds holding RH

XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $185M AUM 67.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 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. 88 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.
  • 88 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.