Essential Partners
RKT icon

Essential Partners’s Rocket Companies RKT Stock Holding History

Essential 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 		$54.6K Sell
4,740
-1,073
-18% -$14.7K 0.02% 585
2026
Q2 		$91.6K Buy
5,813
+5,618
+2,881% +$81K 0.04% 443
2026
Q1 		$2.78K Buy
195
+173
+786% +$3.15K ﹤0.01% 1856
2025
Q4 		$426 Buy
+22
New +$393 ﹤0.01% 2262

Other funds holding RKT

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 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
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Essential Partners's RKT Position: Q3 2026 in Review

Essential Partners reduced its Rocket Companies (RKT) stake by 18% in Q3 2026, selling an estimated $14.7K and leaving 4,740 shares worth $54.6K. The position accounts for 0.02% of the portfolio, ranked #585.

Essential Partners first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $91.6K in Q2 2026. 124 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Essential Partners held 4,740 shares of Rocket Companies worth $54.6K as of Q3 2026.
  • Essential Partners sold 1,073 Rocket Companies shares in Q3 2026, an estimated $14.7K.
  • Rocket Companies made up 0.02% of Essential Partners's portfolio in Q3 2026, its #585 holding.
  • Essential Partners first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • Essential Partners's Rocket Companies position peaked at $91.6K in Q2 2026.
  • 124 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.