EI
RKT icon

Ethic Inc’s Rocket Companies RKT Stock Holding History

Ethic Inc’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 		$214K Sell
13,589
-2,060
-13% -$29.7K ﹤0.01% 1258
2026
Q1 		$223K Buy
15,649
+2,754
+21% +$50.1K ﹤0.01% 1122
2025
Q4 		$250K Buy
+12,895
New +$231K ﹤0.01% 1065

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
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
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
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Ethic Inc's RKT Position: Q2 2026 in Review

Ethic Inc reduced its Rocket Companies (RKT) stake by 13% in Q2 2026, selling an estimated $29.7K and leaving 13,589 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1258.

Ethic Inc first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $250K in Q4 2025. 218 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Ethic Inc held 13,589 shares of Rocket Companies worth $214K as of Q2 2026.
  • Ethic Inc sold 2,060 Rocket Companies shares in Q2 2026, an estimated $29.7K.
  • Rocket Companies made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1258 holding.
  • Ethic Inc first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Ethic Inc's Rocket Companies position peaked at $250K in Q4 2025.
  • 218 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.