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Barnes Dennig Private Wealth Management’s Rocket Companies RKT Stock Holding History

Barnes Dennig Private 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
2025
Q4 		– Sell
-6,306
Closed -$122K – 339
2025
Q3 		$122K Buy
+6,306
New +$110K 0.13% 96

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barnes Dennig Private Wealth Management's RKT Position: Q4 2025 in Review

Barnes Dennig Private Wealth Management sold out of Rocket Companies (RKT) in Q4 2025, closing a stake of 6,306 shares — an estimated $122K sold.

Barnes Dennig Private Wealth Management first reported a position in RKT in Q3 2025 and held it in 1 quarter. The position peaked at $122K in Q3 2025. 786 funds tracked by Wall St. Rank hold RKT as of Q4 2025.

  • Barnes Dennig Private Wealth Management reported no remaining Rocket Companies position as of Q4 2025 after selling out during the quarter.
  • Barnes Dennig Private Wealth Management sold 6,306 Rocket Companies shares in Q4 2025, an estimated $122K.
  • Barnes Dennig Private Wealth Management first reported a position in Rocket Companies in Q3 2025 and held it in 1 quarter.
  • Barnes Dennig Private Wealth Management's Rocket Companies position peaked at $122K in Q3 2025.
  • 786 funds tracked by Wall St. Rank held Rocket Companies as of Q4 2025.

Based on Barnes Dennig Private Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.