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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
Q2 		$2.3M Buy
13,991
+3,229
+30% +$445K 0.03% 521
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
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

Summit Trail Advisors's RH Position: Q2 2026 in Review

Summit Trail Advisors increased its RH (RH) stake by 30% in Q2 2026, buying an estimated $445K and bringing the position to 13,991 shares worth $2.3M. The position accounts for 0.03% of the portfolio, ranked #521.

Summit Trail Advisors first reported a position in RH in Q4 2017 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Summit Trail Advisors held 13,991 shares of RH worth $2.3M as of Q2 2026.
  • Summit Trail Advisors bought 3,229 RH shares in Q2 2026, an estimated $445K.
  • RH made up 0.03% of Summit Trail Advisors's portfolio in Q2 2026, its #521 holding.
  • Summit Trail Advisors first reported a position in RH in Q4 2017 and has held it in 7 quarters since.
  • 373 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.