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Valeo Financial Advisors’s RH RH Stock Holding History

Valeo Financial Advisors’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 		$433K Buy
3,558
+2,021
+131% +$320K 0.01% 500
2026
Q2 		$253K Buy
1,537
+12
+0.8% +$1.65K 0.01% 680
2026
Q1 		$213K Sell
1,525
-1,539
-50% -$280K 0.01% 673
2025
Q4 		$549K Buy
3,064
+1,034
+51% +$177K 0.01% 439
2025
Q3 		$412K Buy
+2,030
New +$441K 0.01% 507
2020
Q1 		– Sell
-218
Closed -$47K – 1893
2019
Q4 		$47K Hold
218
– – ﹤0.01% 675
2019
Q3 		$37K Buy
218
+12
+6% +$1.71K ﹤0.01% 693
2019
Q2 		$24K Hold
206
– – ﹤0.01% 800
2019
Q1 		$21K Hold
206
– – ﹤0.01% 779
2018
Q4 		$25K Hold
206
– – ﹤0.01% 648
2018
Q3 		$24K Buy
+206
New +$28.9K ﹤0.01% 721

Other funds holding RH

TF
Tompkins Financial Ithaca, New York $1.42B AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Valeo Financial Advisors's RH Position: Q3 2026 in Review

Valeo Financial Advisors increased its RH (RH) stake by 131% in Q3 2026, buying an estimated $320K and bringing the position to 3,558 shares worth $433K. The position accounts for 0.01% of the portfolio, ranked #500.

Valeo Financial Advisors first reported a position in RH in Q3 2018 and has held it in 11 quarters since. The position peaked at $549K in Q4 2025. 7 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • Valeo Financial Advisors held 3,558 shares of RH worth $433K as of Q3 2026.
  • Valeo Financial Advisors bought 2,021 RH shares in Q3 2026, an estimated $320K.
  • RH made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #500 holding.
  • Valeo Financial Advisors first reported a position in RH in Q3 2018 and has held it in 11 quarters since.
  • Valeo Financial Advisors's RH position peaked at $549K in Q4 2025.
  • 7 funds tracked by Wall St. Rank held RH as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.