DiNuzzo Private Wealth
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DiNuzzo Private Wealth’s Rocket Companies RKT Stock Holding History

DiNuzzo Private Wealth’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 		$438 Buy
38
+21
+124% +$287 ﹤0.01% 1140
2026
Q2 		$268 Sell
17
-30
-64% -$432 ﹤0.01% 1219
2026
Q1 		$670 Sell
47
-16,774
-100% -$305K ﹤0.01% 996
2025
Q4 		$326K Buy
+16,821
New +$301K 0.04% 63

Other funds holding RKT

Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return

DiNuzzo Private Wealth's RKT Position: Q3 2026 in Review

DiNuzzo Private Wealth increased its Rocket Companies (RKT) stake by 124% in Q3 2026, buying an estimated $287 and bringing the position to 38 shares worth $438. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

DiNuzzo Private Wealth first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $326K in Q4 2025. 190 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • DiNuzzo Private Wealth held 38 shares of Rocket Companies worth $438 as of Q3 2026.
  • DiNuzzo Private Wealth bought 21 Rocket Companies shares in Q3 2026, an estimated $287.
  • Rocket Companies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1140 holding.
  • DiNuzzo Private Wealth first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • DiNuzzo Private Wealth's Rocket Companies position peaked at $326K in Q4 2025.
  • 190 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.