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Amplius Wealth Advisors’s Rocket Companies RKT Stock Holding History

Amplius 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
Q2 		$558K Buy
+35,454
New +$511K 0.04% 117
2022
Q1 		– Sell
-62
Closed – – 735
2021
Q4 		$0 Buy
+62
New +$987 ﹤0.01% 985

Other funds holding RKT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Amplius Wealth Advisors's RKT Position: Q2 2026 in Review

Amplius Wealth Advisors opened a new position in Rocket Companies (RKT) in Q2 2026: 35,454 shares worth $558K. The stake represents 0.04% of the portfolio and ranks #117 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in RKT as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in RKT in Q4 2021 and has held it in 2 quarters since. 74 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Amplius Wealth Advisors held 35,454 shares of Rocket Companies worth $558K as of Q2 2026.
  • Rocket Companies was a new Amplius Wealth Advisors position in Q2 2026.
  • Rocket Companies made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #117 holding.
  • Amplius Wealth Advisors first reported a position in Rocket Companies in Q4 2021 and has held it in 2 quarters since.
  • 74 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.