SP
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SWS Partners’s RH RH Stock Holding History

SWS Partners’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 		$2.98M Sell
18,086
-5,185
-22% -$715K 0.64% 55
2026
Q1 		$3.25M Buy
23,271
+653
+3% +$119K 0.8% 45
2025
Q4 		$4.05M Buy
22,618
+4,269
+23% +$730K 0.98% 28
2025
Q3 		$3.73M Buy
18,349
+290
+2% +$63K 0.91% 31
2025
Q2 		$3.41M Buy
18,059
+4,947
+38% +$919K 0.92% 33
2025
Q1 		$3.07M Buy
13,112
+3,725
+40% +$1.29M 1.01% 32
2024
Q4 		$3.69M Buy
9,387
+1,453
+18% +$517K 1.12% 19
2024
Q3 		$2.65M Sell
7,934
-2,918
-27% -$803K 0.85% 39
2024
Q2 		$2.65M Buy
10,852
+155
+1% +$40.8K 0.79% 43
2024
Q1 		$3.73M Buy
10,697
+2,053
+24% +$560K 1.11% 30
2023
Q4 		$2.52M Sell
8,644
-140
-2% -$36.2K 0.82% 48
2023
Q3 		$2.32M Buy
8,784
+1,489
+20% +$518K 0.86% 45
2023
Q2 		$2.4M Sell
7,295
-85
-1% -$22.2K 0.87% 46
2023
Q1 		$1.8M Buy
+7,380
New +$2.14M 0.67% 67
2022
Q4 		– Sell
-6,702
Closed -$1.65M – 98
2022
Q3 		$1.65M Buy
6,702
+723
+12% +$195K 0.76% 57
2022
Q2 		$1.27M Buy
5,979
+1,222
+26% +$363K 1.07% 51
2022
Q1 		$1.55M Buy
+4,757
New +$1.9M 1.02% 53

Other funds holding RH

XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
IP
Indivisible Partners Clearwater, Florida $1.77B AUM
Walleye Trading
Walleye Trading New York $87.6B AUM 68.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $185M AUM 67.6% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

SWS Partners's RH Position: Q2 2026 in Review

SWS Partners reduced its RH (RH) stake by 22% in Q2 2026, selling an estimated $715K and leaving 18,086 shares worth $2.98M. The position accounts for 0.64% of the portfolio, ranked #55.

SWS Partners first reported a position in RH in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.05M in Q4 2025. 114 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • SWS Partners held 18,086 shares of RH worth $2.98M as of Q2 2026.
  • SWS Partners sold 5,185 RH shares in Q2 2026, an estimated $715K.
  • RH made up 0.64% of SWS Partners's portfolio in Q2 2026, its #55 holding.
  • SWS Partners first reported a position in RH in Q1 2022 and has held it in 17 quarters since.
  • SWS Partners's RH position peaked at $4.05M in Q4 2025.
  • 114 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on SWS Partners's 13F filing for Q2 2026, filed 3 Aug 2026.