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Atlas Capital Advisors’s Rocket Companies RKT Stock Holding History

Atlas Capital 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
2025
Q1 		– Sell
-3,791
Closed -$42.7K – 1013
2024
Q4 		$42.7K Sell
3,791
-12,251
-76% -$182K 0.01% 636
2024
Q3 		$308K Sell
16,042
-751
-4% -$13.2K 0.05% 311
2024
Q2 		$230K Sell
16,793
-1,051
-6% -$14.2K 0.03% 364
2024
Q1 		$260K Buy
17,844
+16,843
+1,683% +$209K 0.04% 327
2023
Q4 		$14.5K Buy
+1,001
New +$9.59K ﹤0.01% 716

Other funds holding RKT

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Atlas Capital Advisors's RKT Position: Q1 2025 in Review

Atlas Capital Advisors sold out of Rocket Companies (RKT) in Q1 2025, closing a stake of 3,791 shares — an estimated $42.7K sold.

Atlas Capital Advisors first reported a position in RKT in Q4 2023 and held it in 5 quarters. The position peaked at $308K in Q3 2024. 308 funds tracked by Wall St. Rank hold RKT as of Q1 2025.

  • Atlas Capital Advisors reported no remaining Rocket Companies position as of Q1 2025 after selling out during the quarter.
  • Atlas Capital Advisors sold 3,791 Rocket Companies shares in Q1 2025, an estimated $42.7K.
  • Atlas Capital Advisors first reported a position in Rocket Companies in Q4 2023 and held it in 5 quarters.
  • Atlas Capital Advisors's Rocket Companies position peaked at $308K in Q3 2024.
  • 308 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2025.

Based on Atlas Capital Advisors's 13F filing for Q1 2025, filed 12 May 2025.