Atala Financial’s Rocket Companies RKT Stock Holding History

Atala Financial’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
2025 Q2	–	Sell	-450	Closed	-$5.43K	–	376
2025 Q1	$5.43K	Hold	450	–	–	﹤0.01%	406
2024 Q4	$5.07K	Buy	+450	New	+$6.7K	﹤0.01%	421

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Atala Financial's RKT Position: Q2 2025 in Review

Atala Financial sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 450 shares — an estimated $5.43K sold.

Atala Financial first reported a position in RKT in Q4 2024 and held it in 2 quarters. The position peaked at $5.43K in Q1 2025. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

Atala Financial reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
Atala Financial sold 450 Rocket Companies shares in Q2 2025, an estimated $5.43K.
Atala Financial first reported a position in Rocket Companies in Q4 2024 and held it in 2 quarters.
Atala Financial's Rocket Companies position peaked at $5.43K in Q1 2025.
374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Atala Financial's 13F filing for Q2 2025, filed 7 Aug 2025.