Elevation Wealth Partners’s Rocket Companies RKT Stock Holding History

Elevation Wealth 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
2026 Q2	$2.76K	Buy	+175	New	+$2.52K	﹤0.01%	1146

Other funds holding RKT

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

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Elevation Wealth Partners's RKT Position: Q2 2026 in Review

Elevation Wealth Partners opened a new position in Rocket Companies (RKT) in Q2 2026: 175 shares worth $2.76K. The stake represents ﹤0.01% of the portfolio and ranks #1146 among its holdings.

209 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Elevation Wealth Partners held 175 shares of Rocket Companies worth $2.76K as of Q2 2026.
Rocket Companies was a new Elevation Wealth Partners position in Q2 2026.
Rocket Companies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1146 holding.
209 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.