SVB Wealth’s RH RH Stock Holding History

SVB Wealth’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 Q2	–	Sell	-19	Closed	-$4.45K	–	1371
2025 Q1	$4.45K	Buy	+19	New	+$6.58K	﹤0.01%	1053
2015 Q4	–	Sell	-24,267	Closed	-$2.26M	–	559
2015 Q3	$2.26M	Buy	24,267 +690	+3%	+$67.9K	0.09%	197
2015 Q2	$2.3M	Sell	23,577 -234	-1%	-$21.6K	0.08%	218
2015 Q1	$2.36M	Buy	+23,811	New	+$2.16M	0.08%	214

Other funds holding RH

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

DCP

Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

SVB Wealth's RH Position: Q2 2025 in Review

SVB Wealth sold out of RH (RH) in Q2 2025, closing a stake of 19 shares — an estimated $4.45K sold.

SVB Wealth first reported a position in RH in Q1 2015 and held it in 4 quarters. The position peaked at $2.36M in Q1 2015. 417 funds tracked by Wall St. Rank hold RH as of Q2 2025.

SVB Wealth reported no remaining RH position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 19 RH shares in Q2 2025, an estimated $4.45K.
SVB Wealth first reported a position in RH in Q1 2015 and held it in 4 quarters.
SVB Wealth's RH position peaked at $2.36M in Q1 2015.
417 funds tracked by Wall St. Rank held RH as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.