Cherry Tree Wealth Management
RKT icon

Cherry Tree Wealth Management’s Rocket Companies RKT Stock Holding History

Cherry Tree 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
Q3 		– Sell
-319
Closed -$5.02K – 595
2026
Q2 		$5.02K Hold
319
– – ﹤0.01% 497
2026
Q1 		$4.55K Hold
319
– – ﹤0.01% 489
2025
Q4 		$6.18K Buy
+319
New +$5.7K ﹤0.01% 472

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BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
CWM
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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
CRB
Chad R. Baker $612M AUM 33.64% 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

Cherry Tree Wealth Management's RKT Position: Q3 2026 in Review

Cherry Tree Wealth Management sold out of Rocket Companies (RKT) in Q3 2026, closing a stake of 319 shares — an estimated $5.02K sold.

Cherry Tree Wealth Management first reported a position in RKT in Q4 2025 and held it in 3 quarters. The position peaked at $6.18K in Q4 2025. 141 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Cherry Tree Wealth Management reported no remaining Rocket Companies position as of Q3 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 319 Rocket Companies shares in Q3 2026, an estimated $5.02K.
  • Cherry Tree Wealth Management first reported a position in Rocket Companies in Q4 2025 and held it in 3 quarters.
  • Cherry Tree Wealth Management's Rocket Companies position peaked at $6.18K in Q4 2025.
  • 141 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.