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Cornerstone Planning Group’s Rocket Companies RKT Stock Holding History

Cornerstone Planning Group’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 		$2.39K Hold
178
– – ﹤0.01% 1276
2026
Q1 		$2.51K Buy
178
+74
+71% +$1.35K ﹤0.01% 1254
2025
Q4 		$2.16K Buy
104
+93
+845% +$1.66K ﹤0.01% 1178
2025
Q3 		$670 Buy
+11
New +$192 ﹤0.01% 1416
2022
Q4 		$17.7K Buy
+2,063
New +$15.1K 0.01% 464

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
VW
Veridan Wealth West Linn, Oregon $294M AUM 21.39% 1-Year Est. Return
OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
TCMX
Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Cornerstone Planning Group's RKT Position: Q2 2026 in Review

Cornerstone Planning Group held its Rocket Companies (RKT) position steady in Q2 2026 at 178 shares worth $2.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1276.

Cornerstone Planning Group first reported a position in RKT in Q4 2022 and has held it in 5 quarters since. The position peaked at $17.7K in Q4 2022. 397 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Cornerstone Planning Group held 178 shares of Rocket Companies worth $2.39K as of Q2 2026.
  • Cornerstone Planning Group left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1276 holding.
  • Cornerstone Planning Group first reported a position in Rocket Companies in Q4 2022 and has held it in 5 quarters since.
  • Cornerstone Planning Group's Rocket Companies position peaked at $17.7K in Q4 2022.
  • 397 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.