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 Q3	$407K	Sell	35,351 -103	-0.3%	-$1.41K	0.03%	147
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

Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

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

Amplius Wealth Advisors reduced its Rocket Companies (RKT) stake by 0.29% in Q3 2026, selling an estimated $1.41K and leaving 35,351 shares worth $407K. The position accounts for 0.03% of the portfolio, ranked #147.

Amplius Wealth Advisors first reported a position in RKT in Q4 2021 and has held it in 3 quarters since. The position peaked at $558K in Q2 2026. 219 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Amplius Wealth Advisors held 35,351 shares of Rocket Companies worth $407K as of Q3 2026.
Amplius Wealth Advisors sold 103 Rocket Companies shares in Q3 2026, an estimated $1.41K.
Rocket Companies made up 0.03% of Amplius Wealth Advisors's portfolio in Q3 2026, its #147 holding.
Amplius Wealth Advisors first reported a position in Rocket Companies in Q4 2021 and has held it in 3 quarters since.
Amplius Wealth Advisors's Rocket Companies position peaked at $558K in Q2 2026.
219 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.