Axxcess Wealth Management’s Rocket Companies RKT Stock Holding History

Axxcess Wealth Management’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	$264K	Buy	+16,780	New	+$242K	﹤0.01%	891
2026 Q1	–	Sell	-36,126	Closed	-$699K	–	863
2025 Q4	$699K	Buy	36,126 +21,573	+148%	+$386K	0.01%	597
2025 Q3	$282K	Buy	+14,553	New	+$254K	0.01%	774
2024 Q3	–	Sell	-10,879	Closed	-$149K	–	936
2024 Q2	$149K	Buy	+10,879	New	+$147K	﹤0.01%	813

Other funds holding RKT

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

DDPIC

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Axxcess Wealth Management's RKT Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Rocket Companies (RKT) in Q2 2026: 16,780 shares worth $264K. The stake represents ﹤0.01% of the portfolio and ranks #891 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in RKT as recently as Q4 2025.

Axxcess Wealth Management first reported a position in RKT in Q2 2024 and has held it in 4 quarters since. The position peaked at $699K in Q4 2025. 323 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Axxcess Wealth Management held 16,780 shares of Rocket Companies worth $264K as of Q2 2026.
Rocket Companies was a new Axxcess Wealth Management position in Q2 2026.
Rocket Companies made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #891 holding.
Axxcess Wealth Management first reported a position in Rocket Companies in Q2 2024 and has held it in 4 quarters since.
Axxcess Wealth Management's Rocket Companies position peaked at $699K in Q4 2025.
323 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.