SWP
RH icon

Stratos Wealth Partners’s RH RH Stock Holding History

Stratos Wealth 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
2025
Q4 		– Sell
-1,043
Closed -$212K – 1646
2025
Q3 		$212K Buy
+1,043
New +$227K ﹤0.01% 1439
2022
Q1 		– Sell
-670
Closed -$359K – 1336
2021
Q4 		$359K Buy
670
+5
+0.8% +$3.08K 0.01% 937
2021
Q3 		$443K Hold
665
– – 0.01% 796
2021
Q2 		$452K Buy
665
+25
+4% +$16.2K 0.01% 802
2021
Q1 		$382K Hold
640
– – 0.01% 800
2020
Q4 		$286K Buy
640
+15
+2% +$6.18K 0.01% 861
2020
Q3 		$239K Sell
625
-1,200
-66% -$378K 0.01% 863
2020
Q2 		$454K Sell
1,825
-490
-21% -$88.8K 0.02% 631
2020
Q1 		$233K Buy
+2,315
New +$431K 0.01% 766
2018
Q2 		– Sell
-400
Closed -$38K – 2226
2018
Q1 		$38K Hold
400
– – ﹤0.01% 1715
2017
Q4 		$34K Buy
+400
New +$36.2K ﹤0.01% 1700

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stratos Wealth Partners's RH Position: Q4 2025 in Review

Stratos Wealth Partners sold out of RH (RH) in Q4 2025, closing a stake of 1,043 shares — an estimated $212K sold.

Stratos Wealth Partners first reported a position in RH in Q4 2017 and held it in 11 quarters. The position peaked at $454K in Q2 2020. 391 funds tracked by Wall St. Rank hold RH as of Q4 2025.

  • Stratos Wealth Partners reported no remaining RH position as of Q4 2025 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,043 RH shares in Q4 2025, an estimated $212K.
  • Stratos Wealth Partners first reported a position in RH in Q4 2017 and held it in 11 quarters.
  • Stratos Wealth Partners's RH position peaked at $454K in Q2 2020.
  • 391 funds tracked by Wall St. Rank held RH as of Q4 2025.

Based on Stratos Wealth Partners's 13F filing for Q4 2025, filed 20 Jan 2026.