UFPG
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United Financial Planning Group’s RH RH Stock Holding History

United Financial Planning Group’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
Q1 		– Sell
-1
Closed -$179 – 585
2025
Q4 		$179 Buy
+1
New +$171 ﹤0.01% 475

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
SM
Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Financial Planning Group's RH Position: Q1 2026 in Review

United Financial Planning Group sold out of RH (RH) in Q1 2026, closing a stake of 1 share — an estimated $179 sold.

United Financial Planning Group first reported a position in RH in Q4 2025 and held it in 1 quarter. The position peaked at $179 in Q4 2025. 371 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • United Financial Planning Group reported no remaining RH position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 1 RH share in Q1 2026, an estimated $179.
  • United Financial Planning Group first reported a position in RH in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's RH position peaked at $179 in Q4 2025.
  • 371 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.