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Synergy Investment Management’s RH RH Stock Holding History

Synergy Investment Management’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 		$3.47K Buy
21
+7
+50% +$965 ﹤0.01% 824
2026
Q1 		$1.96K Buy
+14
New +$2.55K ﹤0.01% 694
2025
Q2 		– Sell
-9
Closed -$2.11K – 451
2025
Q1 		$2.11K Hold
9
– – ﹤0.01% 540
2024
Q4 		$3.54K Buy
+9
New +$3.2K ﹤0.01% 508

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

Synergy Investment Management's RH Position: Q2 2026 in Review

Synergy Investment Management increased its RH (RH) stake by 50% in Q2 2026, buying an estimated $965 and bringing the position to 21 shares worth $3.47K. The position accounts for ﹤0.01% of the portfolio, ranked #824.

Synergy Investment Management first reported a position in RH in Q4 2024 and has held it in 4 quarters since. The position peaked at $3.54K in Q4 2024. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Synergy Investment Management held 21 shares of RH worth $3.47K as of Q2 2026.
  • Synergy Investment Management bought 7 RH shares in Q2 2026, an estimated $965.
  • RH made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #824 holding.
  • Synergy Investment Management first reported a position in RH in Q4 2024 and has held it in 4 quarters since.
  • Synergy Investment Management's RH position peaked at $3.54K in Q4 2024.
  • 371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.