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
Q2 		$26M Buy
157,745
+21,952
+16% +$3.03M 6.2% 2
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 $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Xcel Wealth Management's RH Position: Q2 2026 in Review

Xcel Wealth Management increased its RH (RH) stake by 16% in Q2 2026, buying an estimated $3.03M and bringing the position to 157,745 shares worth $26M. The position accounts for 6.2% of the portfolio, ranked #2.

Xcel Wealth Management first reported a position in RH in Q2 2020 and has held it in 25 quarters since. The position peaked at $50.6M in Q4 2024. 373 funds tracked by Wall St. Rank hold RH as of Q2 2026.

  • Xcel Wealth Management held 157,745 shares of RH worth $26M as of Q2 2026.
  • Xcel Wealth Management bought 21,952 RH shares in Q2 2026, an estimated $3.03M.
  • RH made up 6.2% of Xcel Wealth Management's portfolio in Q2 2026, its #2 holding.
  • Xcel Wealth Management first reported a position in RH in Q2 2020 and has held it in 25 quarters since.
  • Xcel Wealth Management's RH position peaked at $50.6M in Q4 2024.
  • 373 funds tracked by Wall St. Rank held RH as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.