Wealth Enhancement Advisory Services
RH icon

Wealth Enhancement Advisory Services’s RH RH Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.05M Buy
9,259
+7,465
+416% +$1.18M ﹤0.01% 2142
2026
Q2 		$297K Buy
+1,794
New +$247K ﹤0.01% 3218
2026
Q1 		– Sell
-1,901
Closed -$400K – 3823
2025
Q4 		$400K Buy
1,901
+588
+45% +$101K ﹤0.01% 2658
2025
Q3 		$258K Sell
1,313
-374
-22% -$81.3K ﹤0.01% 2910
2025
Q2 		$349K Buy
+1,687
New +$313K ﹤0.01% 2516
2025
Q1 		– Sell
-901
Closed -$355K – 3128
2024
Q4 		$355K Sell
901
-43
-5% -$15.3K ﹤0.01% 2240
2024
Q3 		$316K Buy
944
+111
+13% +$30.6K ﹤0.01% 2139
2024
Q2 		$204K Sell
833
-158
-16% -$41.5K ﹤0.01% 2288
2024
Q1 		$345K Sell
991
-151
-13% -$41.2K ﹤0.01% 1825
2023
Q4 		$333K Buy
1,142
+73
+7% +$18.8K ﹤0.01% 1749
2023
Q3 		$283K Buy
+1,069
New +$372K ﹤0.01% 1774

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Bank of New York Mellon
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Xcel Wealth Management
Xcel Wealth Management Holly Hill, Florida $404M AUM 16.8% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Wealth Enhancement Advisory Services's RH Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its RH (RH) stake by 416% in Q3 2026, buying an estimated $1.18M and bringing the position to 9,259 shares worth $1.05M. The position accounts for ﹤0.01% of the portfolio, ranked #2142.

Wealth Enhancement Advisory Services first reported a position in RH in Q3 2023 and has held it in 11 quarters since. 121 funds tracked by Wall St. Rank hold RH as of Q3 2026.

  • Wealth Enhancement Advisory Services held 9,259 shares of RH worth $1.05M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 7,465 RH shares in Q3 2026, an estimated $1.18M.
  • RH made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2142 holding.
  • Wealth Enhancement Advisory Services first reported a position in RH in Q3 2023 and has held it in 11 quarters since.
  • 121 funds tracked by Wall St. Rank held RH as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.