VFM
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Vision Financial Markets’s RH RH Stock Holding History

Vision Financial Markets’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 		$148K Sell
900
-140
-13% -$19.3K 0.13% 87
2026
Q1 		$145K Sell
1,040
-100
-9% -$18.2K 0.14% 79
2025
Q4 		$204K Hold
1,140
– – 0.21% 59
2025
Q3 		$232K Sell
1,140
-120
-10% -$26.1K 0.2% 64
2025
Q2 		$238K Hold
1,260
– – 0.22% 63
2025
Q1 		$295K Sell
1,260
-25
-2% -$8.65K 0.32% 48
2024
Q4 		$506K Buy
+1,285
New +$457K 0.54% 32

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
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 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
AL
Arnhold LLC New York $1.43B AUM 59.3% 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

Vision Financial Markets's RH Position: Q2 2026 in Review

Vision Financial Markets reduced its RH (RH) stake by 13% in Q2 2026, selling an estimated $19.3K and leaving 900 shares worth $148K. The position accounts for 0.13% of the portfolio, ranked #87.

Vision Financial Markets first reported a position in RH in Q4 2024 and has held it in 7 quarters since. The position peaked at $506K in Q4 2024. 82 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Vision Financial Markets held 900 shares of RH worth $148K as of Q2 2026.
  • Vision Financial Markets sold 140 RH shares in Q2 2026, an estimated $19.3K.
  • RH made up 0.13% of Vision Financial Markets's portfolio in Q2 2026, its #87 holding.
  • Vision Financial Markets first reported a position in RH in Q4 2024 and has held it in 7 quarters since.
  • Vision Financial Markets's RH position peaked at $506K in Q4 2024.
  • 82 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Vision Financial Markets's 13F filing for Q2 2026, filed 24 Jul 2026.