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Aspect Partners’s Rocket Companies RKT Stock Holding History

Aspect Partners’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 		– Sell
-94
Closed -$1.34K – 742
2026
Q1 		$1.34K Hold
94
– – ﹤0.01% 563
2025
Q4 		$1.82K Hold
94
– – ﹤0.01% 539
2025
Q3 		$1.82K Buy
+94
New +$1.64K ﹤0.01% 559

Other funds holding RKT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 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

Aspect Partners's RKT Position: Q2 2026 in Review

Aspect Partners sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 94 shares — an estimated $1.34K sold.

Aspect Partners first reported a position in RKT in Q3 2025 and held it in 3 quarters. The position peaked at $1.82K in Q3 2025. 156 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Aspect Partners reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Aspect Partners sold 94 Rocket Companies shares in Q2 2026, an estimated $1.34K.
  • Aspect Partners first reported a position in Rocket Companies in Q3 2025 and held it in 3 quarters.
  • Aspect Partners's Rocket Companies position peaked at $1.82K in Q3 2025.
  • 156 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.