SWS Partners
RH icon

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
Q3 		$3.36M Buy
27,574
+9,488
+52% +$1.5M 0.72% 51
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 		$1.56M Buy
+4,757
New +$1.9M 1.02% 53

Other funds holding RH

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Xcel Wealth Management
Xcel Wealth Management Holly Hill, Florida $404M AUM 16.8% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
AGF Management
AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

SWS Partners's RH Position: Q3 2026 in Review

SWS Partners increased its RH (RH) stake by 52% in Q3 2026, buying an estimated $1.5M and bringing the position to 27,574 shares worth $3.36M. The position accounts for 0.72% of the portfolio, ranked #51.

SWS Partners first reported a position in RH in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.05M in Q4 2025. 92 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • SWS Partners held 27,574 shares of RH worth $3.36M as of Q3 2026.
  • SWS Partners bought 9,488 RH shares in Q3 2026, an estimated $1.5M.
  • RH made up 0.72% of SWS Partners's portfolio in Q3 2026, its #51 holding.
  • SWS Partners first reported a position in RH in Q1 2022 and has held it in 18 quarters since.
  • SWS Partners's RH position peaked at $4.05M in Q4 2025.
  • 92 funds tracked by Wall St. Rank held RH as of Q3 2026.

Based on SWS Partners's 13F filing for Q3 2026, filed 26 Oct 2026.