Summit Trail Advisors’s RH RH Stock Holding History

Summit Trail Advisors’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 Q1	$1.5M	Sell	10,762 -1,625	-13%	-$296K	0.02%	723
2025 Q4	$2.22M	Buy	12,387 +5,574	+82%	+$953K	0.04%	351
2025 Q3	$1.38M	Buy	6,813 +4,784	+236%	+$1.04M	0.02%	649
2025 Q2	$384K	Buy	+2,029	New	+$377K	0.01%	826
2025 Q1	–	Sell	-743	Closed	-$292K	–	458
2024 Q4	$292K	Buy	+743	New	+$264K	0.01%	296
2018 Q1	–	Sell	-57	Closed	-$6K	–	1383
2017 Q4	$6K	Buy	+57	New	+$5.16K	﹤0.01%	1372

Other funds holding RH

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Trail Advisors's RH Position: Q1 2026 in Review

Summit Trail Advisors reduced its RH (RH) stake by 13% in Q1 2026, selling an estimated $296K and leaving 10,762 shares worth $1.5M. The position accounts for 0.02% of the portfolio, ranked #723.

Summit Trail Advisors first reported a position in RH in Q4 2017 and has held it in 6 quarters since. The position peaked at $2.22M in Q4 2025. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

Summit Trail Advisors held 10,762 shares of RH worth $1.5M as of Q1 2026.
Summit Trail Advisors sold 1,625 RH shares in Q1 2026, an estimated $296K.
RH made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #723 holding.
Summit Trail Advisors first reported a position in RH in Q4 2017 and has held it in 6 quarters since.
Summit Trail Advisors's RH position peaked at $2.22M in Q4 2025.
370 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.