CX Institutional’s Rocket Companies RKT Stock Holding History

CX Institutional’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	$2.09M	Buy	132,700 +9,605	+8%	+$138K	0.06%	247
2026 Q1	$1.75M	Sell	123,095 -32,770	-21%	-$596K	0.05%	269
2025 Q4	$3.02M	Buy	155,865 +153,865	+7,693%	+$2.75M	0.09%	172
2025 Q3	$39K	Buy	+2,000	New	+$34.9K	﹤0.01%	984
2021 Q3	–	Sell	-70	Closed	-$1K	–	975
2021 Q2	$1K	Sell	70 -71	-50%	-$1.44K	﹤0.01%	945
2021 Q1	$3K	Buy	+141	New	+$3.15K	﹤0.01%	817

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

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

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Cannon Advisors Charlotte, North Carolina $164M AUM 30.34% 1-Year Est. Return

CX Institutional's RKT Position: Q2 2026 in Review

CX Institutional increased its Rocket Companies (RKT) stake by 7.8% in Q2 2026, buying an estimated $138K and bringing the position to 132,700 shares worth $2.09M. The position accounts for 0.06% of the portfolio, ranked #247.

CX Institutional first reported a position in RKT in Q1 2021 and has held it in 6 quarters since. The position peaked at $3.02M in Q4 2025. 74 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

CX Institutional held 132,700 shares of Rocket Companies worth $2.09M as of Q2 2026.
CX Institutional bought 9,605 Rocket Companies shares in Q2 2026, an estimated $138K.
Rocket Companies made up 0.06% of CX Institutional's portfolio in Q2 2026, its #247 holding.
CX Institutional first reported a position in Rocket Companies in Q1 2021 and has held it in 6 quarters since.
CX Institutional's Rocket Companies position peaked at $3.02M in Q4 2025.
74 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.