XWM
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Xcel Wealth Management’s RH RH Stock Holding History

Xcel 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
2026
Q1 		$19M Buy
135,793
+25,656
+23% +$4.67M 5.25% 2
2025
Q4 		$19.7M Sell
110,137
-15,540
-12% -$2.66M 5.02% 2
2025
Q3 		$25.5M Buy
125,677
+11,789
+10% +$2.56M 6.64% 2
2025
Q2 		$21.5M Sell
113,888
-13,497
-11% -$2.51M 6.13% 2
2025
Q1 		$29.9M Sell
127,385
-1,234
-1% -$427K 9.3% 1
2024
Q4 		$50.6M Buy
128,619
+4,069
+3% +$1.45M 14.03% 1
2024
Q3 		$41.7M Buy
124,550
+1,612
+1% +$444K 12.18% 1
2024
Q2 		$30.1M Buy
122,938
+11,317
+10% +$2.98M 9.41% 1
2024
Q1 		$38.9M Buy
111,621
+16,248
+17% +$4.43M 12.15% 1
2023
Q4 		$27.8M Buy
95,373
+6,165
+7% +$1.59M 9.75% 1
2023
Q3 		$23.6M Buy
89,208
+17,014
+24% +$5.92M 9.31% 1
2023
Q2 		$23.8M Buy
72,194
+12,525
+21% +$3.27M 7.52% 1
2023
Q1 		$14.5M Buy
59,669
+13,840
+30% +$4.02M 5.11% 1
2022
Q4 		$12.2M Buy
45,829
+10,160
+28% +$2.65M 4.82% 2
2022
Q3 		$8.78M Buy
35,669
+23,363
+190% +$6.31M 3.27% 7
2022
Q2 		$2.61M Buy
12,306
+4,124
+50% +$1.22M 0.95% 35
2022
Q1 		$2.67M Buy
8,182
+3,605
+79% +$1.44M 0.73% 44
2021
Q4 		$2.45M Buy
4,577
+1,797
+65% +$1.11M 0.63% 49
2021
Q3 		$1.85M Buy
2,780
+1,215
+78% +$836K 0.54% 54
2021
Q2 		$1.06M Sell
1,565
-710
-31% -$461K 0.32% 64
2021
Q1 		$1.36M Hold
2,275
– – 0.48% 50
2020
Q4 		$1.02M Hold
2,275
– – 0.44% 54
2020
Q3 		$870K Sell
2,275
-315
-12% -$99.4K 0.45% 51
2020
Q2 		$644K Buy
+2,590
New +$469K 0.4% 52

Other funds holding RH

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
SM
Senvest Management New York $3.01B AUM 35.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Xcel Wealth Management's RH Position: Q1 2026 in Review

Xcel Wealth Management increased its RH (RH) stake by 23% in Q1 2026, buying an estimated $4.67M and bringing the position to 135,793 shares worth $19M. The position accounts for 5.25% of the portfolio, ranked #2.

Xcel Wealth Management first reported a position in RH in Q2 2020 and has held it in 24 quarters since. The position peaked at $50.6M in Q4 2024. 370 funds tracked by Wall St. Rank hold RH as of Q1 2026.

  • Xcel Wealth Management held 135,793 shares of RH worth $19M as of Q1 2026.
  • Xcel Wealth Management bought 25,656 RH shares in Q1 2026, an estimated $4.67M.
  • RH made up 5.25% of Xcel Wealth Management's portfolio in Q1 2026, its #2 holding.
  • Xcel Wealth Management first reported a position in RH in Q2 2020 and has held it in 24 quarters since.
  • Xcel Wealth Management's RH position peaked at $50.6M in Q4 2024.
  • 370 funds tracked by Wall St. Rank held RH as of Q1 2026.

Based on Xcel Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.