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Sunrise Financial Services’s RH RH Stock Holding History

Sunrise Financial Services’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 		$34.8K Hold
211
– – 0.02% 136
2026
Q1 		$29.5K Hold
211
– – 0.02% 148
2025
Q4 		$37.8K Buy
+211
New +$36.1K 0.03% 116

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

Sunrise Financial Services's RH Position: Q2 2026 in Review

Sunrise Financial Services held its RH (RH) position steady in Q2 2026 at 211 shares worth $34.8K. The position accounts for 0.02% of the portfolio, ranked #136.

Sunrise Financial Services first reported a position in RH in Q4 2025 and has held it in 3 quarters since. The position peaked at $37.8K in Q4 2025. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Sunrise Financial Services held 211 shares of RH worth $34.8K as of Q2 2026.
  • Sunrise Financial Services left its RH share count unchanged in Q2 2026.
  • RH made up 0.02% of Sunrise Financial Services's portfolio in Q2 2026, its #136 holding.
  • Sunrise Financial Services first reported a position in RH in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's RH position peaked at $37.8K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Sunrise Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.