Elevation Wealth Partners
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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
Q3 		$2.92K Buy
254
+79
+45% +$1.08K ﹤0.01% 1197
2026
Q2 		$2.76K Buy
+175
New +$2.52K ﹤0.01% 1146

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
Hillman Company
Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 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

Elevation Wealth Partners's RKT Position: Q3 2026 in Review

Elevation Wealth Partners increased its Rocket Companies (RKT) stake by 45% in Q3 2026, buying an estimated $1.08K and bringing the position to 254 shares worth $2.92K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Elevation Wealth Partners first reported a position in RKT in Q2 2026 and has held it in 2 quarters since. 191 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Elevation Wealth Partners held 254 shares of Rocket Companies worth $2.92K as of Q3 2026.
  • Elevation Wealth Partners bought 79 Rocket Companies shares in Q3 2026, an estimated $1.08K.
  • Rocket Companies made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1197 holding.
  • Elevation Wealth Partners first reported a position in Rocket Companies in Q2 2026 and has held it in 2 quarters since.
  • 191 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.