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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
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

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
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

DiNuzzo Private Wealth's RKT Position: Q2 2026 in Review

DiNuzzo Private Wealth reduced its Rocket Companies (RKT) stake by 64% in Q2 2026, selling an estimated $432 and leaving 17 shares worth $268. The position accounts for ﹤0.01% of the portfolio, ranked #1219.

DiNuzzo Private Wealth first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $326K in Q4 2025. 201 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • DiNuzzo Private Wealth held 17 shares of Rocket Companies worth $268 as of Q2 2026.
  • DiNuzzo Private Wealth sold 30 Rocket Companies shares in Q2 2026, an estimated $432.
  • Rocket Companies made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1219 holding.
  • DiNuzzo Private Wealth first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • DiNuzzo Private Wealth's Rocket Companies position peaked at $326K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.