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 Q3	$1.44M	Sell	124,706 -7,994	-6%	-$109K	0.04%	299
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

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

DCM

Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Blue Jean Financial Albany, New York $163M AUM 49.58% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

Redhawk Wealth Advisors Minneapolis, Minnesota $987M AUM 25.25% 1-Year Est. Return

CX Institutional's RKT Position: Q3 2026 in Review

CX Institutional reduced its Rocket Companies (RKT) stake by 6% in Q3 2026, selling an estimated $109K and leaving 124,706 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #299.

CX Institutional first reported a position in RKT in Q1 2021 and has held it in 7 quarters since. The position peaked at $3.02M in Q4 2025. 106 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

CX Institutional held 124,706 shares of Rocket Companies worth $1.44M as of Q3 2026.
CX Institutional sold 7,994 Rocket Companies shares in Q3 2026, an estimated $109K.
Rocket Companies made up 0.04% of CX Institutional's portfolio in Q3 2026, its #299 holding.
CX Institutional first reported a position in Rocket Companies in Q1 2021 and has held it in 7 quarters since.
CX Institutional's Rocket Companies position peaked at $3.02M in Q4 2025.
106 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.