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Edgestream Partners’s Rocket Companies RKT Stock Holding History

Edgestream Partners’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
2025
Q2 		– Sell
-121,642
Closed -$1.47M – 1033
2025
Q1 		$1.47M Buy
121,642
+106,681
+713% +$1.38M 0.05% 547
2024
Q4 		$168K Sell
14,961
-3,621
-19% -$53.9K 0.01% 825
2024
Q3 		$357K Sell
18,582
-57,358
-76% -$1.01M 0.02% 746
2024
Q2 		$1.04M Buy
+75,940
New +$1.03M 0.05% 513

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Edgestream Partners's RKT Position: Q2 2025 in Review

Edgestream Partners sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 121,642 shares — an estimated $1.47M sold.

Edgestream Partners first reported a position in RKT in Q2 2024 and held it in 4 quarters. The position peaked at $1.47M in Q1 2025. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

  • Edgestream Partners reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
  • Edgestream Partners sold 121,642 Rocket Companies shares in Q2 2025, an estimated $1.47M.
  • Edgestream Partners first reported a position in Rocket Companies in Q2 2024 and held it in 4 quarters.
  • Edgestream Partners's Rocket Companies position peaked at $1.47M in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Edgestream Partners's 13F filing for Q2 2025, filed 13 Aug 2025.