Atlantic Private Wealth’s Rocket Companies RKT Stock Holding History

Atlantic Private Wealth’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	-360	Closed	-$4.34K	–	251
2025 Q1	$4.34K	Hold	360	–	–	﹤0.01%	190
2024 Q4	$4.05K	Buy	+360	New	+$5.36K	﹤0.01%	183
2024 Q3	–	Sell	-2,460	Closed	-$33.7K	–	190
2024 Q2	$33.7K	Hold	2,460	–	–	0.03%	71
2024 Q1	$35.8K	Hold	2,460	–	–	0.03%	72
2023 Q4	$35.6K	Hold	2,460	–	–	0.03%	73
2023 Q3	$20.1K	Hold	2,460	–	–	0.02%	69
2023 Q2	$22K	Hold	2,460	–	–	0.02%	70
2023 Q1	$22.3K	Buy	+2,460	New	+$21.2K	0.02%	62

Other funds holding RKT

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

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Atlantic Private Wealth's RKT Position: Q2 2025 in Review

Atlantic Private Wealth sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 360 shares — an estimated $4.34K sold.

Atlantic Private Wealth first reported a position in RKT in Q1 2023 and held it in 8 quarters. The position peaked at $35.8K in Q1 2024. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

Atlantic Private Wealth reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
Atlantic Private Wealth sold 360 Rocket Companies shares in Q2 2025, an estimated $4.34K.
Atlantic Private Wealth first reported a position in Rocket Companies in Q1 2023 and held it in 8 quarters.
Atlantic Private Wealth's Rocket Companies position peaked at $35.8K in Q1 2024.
374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Atlantic Private Wealth's 13F filing for Q2 2025, filed 11 Aug 2025.