Wellspring Financial Advisors’s Arhaus ARHS Stock Holding History

Wellspring Financial Advisors’s Portfolio ARHS Stock Details ARHS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$578K	Hold	327,002	–	–	0.04%	154
2026 Q1	$522K	Buy	327,002 +97	+0%	+$881	0.04%	157
2025 Q4	$671K	Hold	326,905	–	–	0.05%	120
2025 Q3	$651K	Hold	326,905	–	–	0.06%	79
2025 Q2	$585K	Sell	326,905 -4,428	-1%	-$37K	0.06%	77
2025 Q1	$591K	Buy	331,333 +297,627	+883%	+$3.18M	0.07%	70
2024 Q4	$317K	Hold	33,706	–	–	0.03%	95
2024 Q3	$415K	Hold	33,706	–	–	0.05%	94
2024 Q2	$571K	Buy	33,706 +436	+1%	+$7.06K	0.08%	77
2024 Q1	$512K	Hold	33,270	–	–	0.08%	69
2023 Q4	$394K	Sell	33,270 -1,730	-5%	-$16.3K	0.1%	81
2023 Q3	$326K	Hold	35,000	–	–	0.1%	85
2023 Q2	$365K	Hold	35,000	–	–	0.1%	72
2023 Q1	$290K	Buy	35,000 +11,500	+49%	+$139K	0.09%	87
2022 Q4	$229K	Hold	23,500	–	–	0.08%	97
2022 Q3	$166K	Buy	+23,500	New	+$167K	0.06%	84

Other funds holding ARHS

NGM

North Growth Management Vancouver, British Columbia, Canada $780M AUM 102.77% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

HCP

Hardin Capital Partners Greenville, South Carolina $215M AUM 13.15% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

TWD

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

Wellspring Financial Advisors's ARHS Position: Q2 2026 in Review

Wellspring Financial Advisors held its Arhaus (ARHS) position steady in Q2 2026 at 327,002 shares worth $578K. The position accounts for 0.04% of the portfolio, ranked #154.

Wellspring Financial Advisors first reported a position in ARHS in Q3 2022 and has held it in 16 quarters since. The position peaked at $671K in Q4 2025. 14 funds tracked by Wall St. Rank hold ARHS as of Q2 2026.

Wellspring Financial Advisors held 327,002 shares of Arhaus worth $578K as of Q2 2026.
Wellspring Financial Advisors left its Arhaus share count unchanged in Q2 2026.
Arhaus made up 0.04% of Wellspring Financial Advisors's portfolio in Q2 2026, its #154 holding.
Wellspring Financial Advisors first reported a position in Arhaus in Q3 2022 and has held it in 16 quarters since.
Wellspring Financial Advisors's Arhaus position peaked at $671K in Q4 2025.
14 funds tracked by Wall St. Rank held Arhaus as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.