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Cresset Asset Management’s Rocket Companies RKT Stock Holding History

Cresset Asset 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
Q2 		$550K Sell
34,944
-7,226
-17% -$104K ﹤0.01% 1124
2026
Q1 		$601K Buy
42,170
+16,680
+65% +$303K ﹤0.01% 982
2025
Q4 		$493K Buy
25,490
+2,337
+10% +$41.8K ﹤0.01% 1074
2025
Q3 		$449K Buy
23,153
+5,771
+33% +$101K ﹤0.01% 1069
2025
Q2 		$246K Sell
17,382
-160
-0.9% -$2.08K ﹤0.01% 1220
2025
Q1 		$226K Buy
17,542
+1,693
+11% +$21.8K ﹤0.01% 1467
2024
Q4 		$178K Sell
15,849
-38,416
-71% -$572K ﹤0.01% 1580
2024
Q3 		$1.04M Sell
54,265
-436
-0.8% -$7.65K ﹤0.01% 1147
2024
Q2 		$749K Buy
54,701
+1,410
+3% +$19.1K ﹤0.01% 1231
2024
Q1 		$775K Buy
53,291
+6,867
+15% +$85.2K ﹤0.01% 1116
2023
Q4 		$672K Buy
46,424
+18,762
+68% +$180K ﹤0.01% 1071
2023
Q3 		$226K Buy
27,662
+8,644
+45% +$87.4K ﹤0.01% 1565
2023
Q2 		$170K Buy
+19,018
New +$165K ﹤0.01% 1765
2022
Q2 		– Sell
-15,758
Closed -$175K – 1064
2022
Q1 		$175K Buy
+15,758
New +$195K ﹤0.01% 917

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Cresset Asset Management's RKT Position: Q2 2026 in Review

Cresset Asset Management reduced its Rocket Companies (RKT) stake by 17% in Q2 2026, selling an estimated $104K and leaving 34,944 shares worth $550K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

Cresset Asset Management first reported a position in RKT in Q1 2022 and has held it in 14 quarters since. The position peaked at $1.04M in Q3 2024. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Cresset Asset Management held 34,944 shares of Rocket Companies worth $550K as of Q2 2026.
  • Cresset Asset Management sold 7,226 Rocket Companies shares in Q2 2026, an estimated $104K.
  • Rocket Companies made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1124 holding.
  • Cresset Asset Management first reported a position in Rocket Companies in Q1 2022 and has held it in 14 quarters since.
  • Cresset Asset Management's Rocket Companies position peaked at $1.04M in Q3 2024.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.