Summit Securities Group’s RH RH Stock Holding History

Summit Securities Group’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 Q1	–	Sell	-5,000	Closed	-$1.46M	–	816
2023 Q4	$1.46M	Buy	+5,000	New	+$1.29M	0.13%	110

Other funds holding RH

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Summit Securities Group's RH Position: Q3 2025 in Review

Summit Securities Group sold out of RH (RH) in Q3 2025, closing a stake of 634 shares — an estimated $120K sold.

Summit Securities Group first reported a position in RH in Q2 2013 and held it in 4 quarters. The position peaked at $196K in Q2 2024. 403 funds tracked by Wall St. Rank hold RH as of Q3 2025.

Summit Securities Group reported no remaining RH position as of Q3 2025 after selling out during the quarter.
Summit Securities Group sold 634 RH shares in Q3 2025, an estimated $120K.
Summit Securities Group first reported a position in RH in Q2 2013 and held it in 4 quarters.
Summit Securities Group's RH position peaked at $196K in Q2 2024.
403 funds tracked by Wall St. Rank held RH as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.