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Everhart Financial Group’s Rocket Companies RKT Stock Holding History

Everhart Financial Group’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 		– Sell
-19,322
Closed -$275K – 511
2026
Q1 		$275K Sell
19,322
-553
-3% -$10.1K 0.02% 372
2025
Q4 		$385K Buy
+19,875
New +$355K 0.04% 294

Other funds holding RKT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Everhart Financial Group's RKT Position: Q2 2026 in Review

Everhart Financial Group sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 19,322 shares — an estimated $275K sold.

Everhart Financial Group first reported a position in RKT in Q4 2025 and held it in 2 quarters. The position peaked at $385K in Q4 2025. 74 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Everhart Financial Group reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Everhart Financial Group sold 19,322 Rocket Companies shares in Q2 2026, an estimated $275K.
  • Everhart Financial Group first reported a position in Rocket Companies in Q4 2025 and held it in 2 quarters.
  • Everhart Financial Group's Rocket Companies position peaked at $385K in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.