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Financial Management Professionals’s Rocket Companies RKT Stock Holding History

Financial Management Professionals’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
2025
Q2 		– Sell
-100
Closed -$1.21K – 1070
2025
Q1 		$1.21K Buy
+100
New +$1.29K ﹤0.01% 794

Other funds holding RKT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Financial Management Professionals's RKT Position: Q2 2025 in Review

Financial Management Professionals sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 100 shares — an estimated $1.21K sold.

Financial Management Professionals first reported a position in RKT in Q1 2025 and held it in 1 quarter. The position peaked at $1.21K in Q1 2025. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

  • Financial Management Professionals reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
  • Financial Management Professionals sold 100 Rocket Companies shares in Q2 2025, an estimated $1.21K.
  • Financial Management Professionals first reported a position in Rocket Companies in Q1 2025 and held it in 1 quarter.
  • Financial Management Professionals's Rocket Companies position peaked at $1.21K in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Financial Management Professionals's 13F filing for Q2 2025, filed 15 Jul 2025.