CoreCap Advisors
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CoreCap Advisors’s Rocket Companies RKT Stock Holding History

CoreCap Advisors’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 		$17.7K Sell
1,536
-5,694
-79% -$77.9K ﹤0.01% 1849
2026
Q2 		$114K Buy
7,230
+5,687
+369% +$82K ﹤0.01% 1056
2026
Q1 		$22K Sell
1,543
-1,987
-56% -$36.2K ﹤0.01% 1631
2025
Q4 		$68.3K Sell
3,530
-1,250
-26% -$22.4K ﹤0.01% 1178
2025
Q3 		$92.6K Buy
4,780
+2,500
+110% +$43.6K ﹤0.01% 1067
2025
Q2 		$32.3K Sell
2,280
-2,904
-56% -$37.7K ﹤0.01% 1422
2025
Q1 		$62.6K Buy
5,184
+2,739
+112% +$35.3K ﹤0.01% 1080
2024
Q4 		$27.5K Sell
2,445
-2,485
-50% -$37K ﹤0.01% 1423
2024
Q3 		$94.6K Buy
4,930
+2,500
+103% +$43.9K ﹤0.01% 937
2024
Q2 		$33.3K Hold
2,430
– – ﹤0.01% 762
2024
Q1 		$35.4K Buy
+2,430
New +$30.2K ﹤0.01% 1258
2022
Q4 		$10.2K Buy
+1,455
New +$10.6K ﹤0.01% 1532
2022
Q3 		– Sell
-1,622
Closed -$12K – 1745
2022
Q2 		$12K Buy
+1,622
New +$14K ﹤0.01% 1432
2022
Q1 		– Sell
-1,641
Closed -$23K – 1740
2021
Q4 		$23K Buy
+1,641
New +$26.1K ﹤0.01% 1289

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
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 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
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

CoreCap Advisors's RKT Position: Q3 2026 in Review

CoreCap Advisors reduced its Rocket Companies (RKT) stake by 79% in Q3 2026, selling an estimated $77.9K and leaving 1,536 shares worth $17.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1849.

CoreCap Advisors first reported a position in RKT in Q4 2021 and has held it in 14 quarters since. The position peaked at $114K in Q2 2026. 141 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • CoreCap Advisors held 1,536 shares of Rocket Companies worth $17.7K as of Q3 2026.
  • CoreCap Advisors sold 5,694 Rocket Companies shares in Q3 2026, an estimated $77.9K.
  • Rocket Companies made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1849 holding.
  • CoreCap Advisors first reported a position in Rocket Companies in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Rocket Companies position peaked at $114K in Q2 2026.
  • 141 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.