Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Rocket Companies RKT Stock Holding History

Envestnet Portfolio Solutions’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 		$164K Buy
+10,391
New +$150K ﹤0.01% 1365
2026
Q1 		– Sell
-10,851
Closed -$210K – 1466
2025
Q4 		$210K Buy
+10,851
New +$194K ﹤0.01% 1446

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

Envestnet Portfolio Solutions's RKT Position: Q2 2026 in Review

Envestnet Portfolio Solutions opened a new position in Rocket Companies (RKT) in Q2 2026: 10,391 shares worth $164K. The stake represents ﹤0.01% of the portfolio and ranks #1365 among its holdings. This is a return to the name: Envestnet Portfolio Solutions previously reported a position in RKT as recently as Q4 2025.

Envestnet Portfolio Solutions first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $210K in Q4 2025. 257 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Envestnet Portfolio Solutions held 10,391 shares of Rocket Companies worth $164K as of Q2 2026.
  • Rocket Companies was a new Envestnet Portfolio Solutions position in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #1365 holding.
  • Envestnet Portfolio Solutions first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Envestnet Portfolio Solutions's Rocket Companies position peaked at $210K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.