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Chad R. Baker’s Rocket Companies RKT Stock Holding History

Chad R. Baker’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 		$2.51M Hold
159,135
– – 0.4% 41
2026
Q1 		$2.27M Buy
159,135
+63,125
+66% +$1.15M 0.43% 45
2025
Q4 		$1.93M Buy
+96,010
New +$1.72M 0.35% 44

Other funds holding RKT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
CA
Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

Chad R. Baker's RKT Position: Q2 2026 in Review

Chad R. Baker held its Rocket Companies (RKT) position steady in Q2 2026 at 159,135 shares worth $2.51M. The position accounts for 0.4% of the portfolio, ranked #41.

Chad R. Baker first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 74 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Chad R. Baker held 159,135 shares of Rocket Companies worth $2.51M as of Q2 2026.
  • Chad R. Baker left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up 0.4% of Chad R. Baker's portfolio in Q2 2026, its #41 holding.
  • Chad R. Baker first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 74 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Chad R. Baker's 13F filing for Q2 2026, filed 16 Jul 2026.