Aaron Wealth Advisors
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Aaron Wealth Advisors’s Rocket Companies RKT Stock Holding History

Aaron Wealth Advisors’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-14,756
Closed -$232K – 748
2026
Q2 		$232K Buy
+14,756
New +$213K 0.01% 644
2026
Q1 		– Sell
-15,056
Closed -$291K – 751
2025
Q4 		$291K Buy
+15,056
New +$269K 0.02% 575

Other funds holding RKT

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Aaron Wealth Advisors's RKT Position: Q3 2026 in Review

Aaron Wealth Advisors sold out of Rocket Companies (RKT) in Q3 2026, closing a stake of 14,756 shares — an estimated $232K sold.

Aaron Wealth Advisors first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $291K in Q4 2025. 141 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Aaron Wealth Advisors reported no remaining Rocket Companies position as of Q3 2026 after selling out during the quarter.
  • Aaron Wealth Advisors sold 14,756 Rocket Companies shares in Q3 2026, an estimated $232K.
  • Aaron Wealth Advisors first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • Aaron Wealth Advisors's Rocket Companies position peaked at $291K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Aaron Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.