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 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Valeo Financial Advisors's RH Position: Q2 2026 in Review

Valeo Financial Advisors increased its RH (RH) stake by 0.79% in Q2 2026, buying an estimated $1.65K and bringing the position to 1,537 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #680.

Valeo Financial Advisors first reported a position in RH in Q3 2018 and has held it in 10 quarters since. The position peaked at $549K in Q4 2025. 371 funds tracked by Wall St. Rank hold RH as of Q2 2026.

Valeo Financial Advisors held 1,537 shares of RH worth $253K as of Q2 2026.
Valeo Financial Advisors bought 12 RH shares in Q2 2026, an estimated $1.65K.
RH made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #680 holding.
Valeo Financial Advisors first reported a position in RH in Q3 2018 and has held it in 10 quarters since.
Valeo Financial Advisors's RH position peaked at $549K in Q4 2025.
371 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.