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 Q2	$114K	Buy	7,230 +5,687	+369%	+$82K	﹤0.01%	1056
2026 Q1	$22K	Sell	1,543 -1,987	-56%	-$36.1K	﹤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

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

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

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

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRB

Chad R. Baker $620M AUM 42.67% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CoreCap Advisors's RKT Position: Q2 2026 in Review

CoreCap Advisors increased its Rocket Companies (RKT) stake by 369% in Q2 2026, buying an estimated $82K and bringing the position to 7,230 shares worth $114K. The position accounts for ﹤0.01% of the portfolio, ranked #1056.

CoreCap Advisors first reported a position in RKT in Q4 2021 and has held it in 13 quarters since. 85 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

CoreCap Advisors held 7,230 shares of Rocket Companies worth $114K as of Q2 2026.
CoreCap Advisors bought 5,687 Rocket Companies shares in Q2 2026, an estimated $82K.
Rocket Companies made up ﹤0.01% of CoreCap Advisors's portfolio in Q2 2026, its #1056 holding.
CoreCap Advisors first reported a position in Rocket Companies in Q4 2021 and has held it in 13 quarters since.
85 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on CoreCap Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.