XWM
RH icon

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 		$1.93M Sell
13,800
-1,300
-9% -$237K 0.53% 51
2025
Q4 		$2.71M Buy
15,100
+14,961
+10,763% +$2.56M 0.69% 42
2025
Q3 		$393K Buy
+139
New +$30.2K 0.1% 109

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.