World Equity Group’s RH RH Stock Holding History

World Equity Group’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 Q2	–	Sell	-973	Closed	-$228K	–	349
2025 Q1	$228K	Sell	973 -973	-50%	-$337K	0.07%	275
2024 Q4	$766K	Buy	1,946 +923	+90%	+$328K	0.16%	136
2024 Q3	$342K	Buy	1,023 +143	+16%	+$39.4K	0.12%	165
2024 Q2	$215K	Sell	880 -211	-19%	-$55.5K	0.06%	251
2024 Q1	$380K	Sell	1,091 -48	-4%	-$13.1K	0.08%	215
2023 Q4	$332K	Sell	1,139 -55	-5%	-$14.2K	0.07%	238
2023 Q3	$316K	Buy	1,194 +15	+1%	+$5.21K	0.07%	255
2023 Q2	$389K	Sell	1,179 -28,192	-96%	-$7.37M	0.11%	219
2023 Q1	$307K	Buy	29,371 +27,467	+1,443%	+$7.97M	0.05%	374
2022 Q4	$509K	Buy	1,904 +50	+3%	+$13K	0.12%	171
2022 Q3	$456K	Sell	1,854 -40	-2%	-$10.8K	0.12%	178
2022 Q2	$402K	Hold	1,894	–	–	0.1%	214
2022 Q1	$618K	Buy	+1,894	New	+$758K	0.13%	181

Other funds holding RH

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return

Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Squarepoint New York $46.5B AUM 20.93% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return