Venturi Wealth Management’s RH RH Stock Holding History

Venturi Wealth 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
2025 Q1	–	Sell	-26	Closed	-$10.2K	–	1543
2024 Q4	$10.2K	Buy	26 +1	+4%	+$356	﹤0.01%	1427
2024 Q3	$8.36K	Buy	+25	New	+$6.88K	﹤0.01%	1236

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ACM

Anomaly Capital Management New York $2.62B AUM 23.26% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Senvest Management New York $3.41B AUM 66.27% 1-Year Est. Return

Atreides Management Boston, Massachusetts $14.3B AUM 116.01% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

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

Venturi Wealth Management's RH Position: Q1 2025 in Review

Venturi Wealth Management sold out of RH (RH) in Q1 2025, closing a stake of 26 shares — an estimated $10.2K sold.

Venturi Wealth Management first reported a position in RH in Q3 2024 and held it in 2 quarters. The position peaked at $10.2K in Q4 2024. 391 funds tracked by Wall St. Rank hold RH as of Q1 2025.

Venturi Wealth Management reported no remaining RH position as of Q1 2025 after selling out during the quarter.
Venturi Wealth Management sold 26 RH shares in Q1 2025, an estimated $10.2K.
Venturi Wealth Management first reported a position in RH in Q3 2024 and held it in 2 quarters.
Venturi Wealth Management's RH position peaked at $10.2K in Q4 2024.
391 funds tracked by Wall St. Rank held RH as of Q1 2025.

Based on Venturi Wealth Management's 13F filing for Q1 2025, filed 6 May 2025.