VWA
RH icon

Valued Wealth Advisors’s RH RH Stock Holding History

Valued Wealth 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 		$165 Hold
1
– – ﹤0.01% 893
2026
Q1 		$140 Hold
1
– – ﹤0.01% 723
2025
Q4 		$180 Hold
1
– – ﹤0.01% 595
2025
Q3 		$204 Hold
1
– – ﹤0.01% 572
2025
Q2 		$190 Hold
1
– – ﹤0.01% 579
2025
Q1 		$235 Hold
1
– – ﹤0.01% 599
2024
Q4 		$394 Hold
1
– – ﹤0.01% 571
2024
Q3 		$335 Hold
1
– – ﹤0.01% 565
2024
Q2 		$245 Hold
1
– – ﹤0.01% 548
2024
Q1 		$349 Buy
+1
New +$273 ﹤0.01% 519

Other funds holding RH

XWM
Xcel Wealth Management Holly Hill, Florida $419M AUM 30.44% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
UWM
Udine Wealth Management Boca Raton, Florida $243M AUM 41.13% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $185M AUM 67.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
CAM
Covenant Asset Management Chester, New Jersey $595M AUM 38.14% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
AB
Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

Valued Wealth Advisors's RH Position: Q2 2026 in Review

Valued Wealth Advisors held its RH (RH) position steady in Q2 2026 at 1 share worth $165. The position accounts for ﹤0.01% of the portfolio, ranked #893.

Valued Wealth Advisors first reported a position in RH in Q1 2024 and has held it in 10 quarters since. The position peaked at $394 in Q4 2024. 62 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Valued Wealth Advisors held 1 share of RH worth $165 as of Q2 2026.
  • Valued Wealth Advisors left its RH share count unchanged in Q2 2026.
  • RH made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #893 holding.
  • Valued Wealth Advisors first reported a position in RH in Q1 2024 and has held it in 10 quarters since.
  • Valued Wealth Advisors's RH position peaked at $394 in Q4 2024.
  • 62 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.