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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
Q3 		$3.51M Buy
304,810
+145,675
+92% +$1.99M 0.57% 41
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

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blue Jean Financial
Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return
MFG Wealth Management
MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Chad R. Baker's RKT Position: Q3 2026 in Review

Chad R. Baker increased its Rocket Companies (RKT) stake by 92% in Q3 2026, buying an estimated $1.99M and bringing the position to 304,810 shares worth $3.51M. The position accounts for 0.57% of the portfolio, ranked #41.

Chad R. Baker first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. 122 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Chad R. Baker held 304,810 shares of Rocket Companies worth $3.51M as of Q3 2026.
  • Chad R. Baker bought 145,675 Rocket Companies shares in Q3 2026, an estimated $1.99M.
  • Rocket Companies made up 0.57% of Chad R. Baker's portfolio in Q3 2026, its #41 holding.
  • Chad R. Baker first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • 122 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Chad R. Baker's 13F filing for Q3 2026, filed 22 Oct 2026.