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Frazier Financial Advisors’s Rocket Companies RKT Stock Holding History

Frazier Financial Advisors’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
-2
Closed -$25 – 658
2025
Q1 		$25 Hold
2
– – ﹤0.01% 594
2024
Q4 		$23 Hold
2
– – ﹤0.01% 632
2024
Q3 		$39 Hold
2
– – ﹤0.01% 824
2024
Q2 		$28 Hold
2
– – ﹤0.01% 968
2024
Q1 		$30 Buy
+2
New +$25 ﹤0.01% 911

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 $5.63B AUM 5.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Frazier Financial Advisors's RKT Position: Q2 2025 in Review

Frazier Financial Advisors sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 2 shares — an estimated $25 sold.

Frazier Financial Advisors first reported a position in RKT in Q1 2024 and held it in 5 quarters. The position peaked at $39 in Q3 2024. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

  • Frazier Financial Advisors reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
  • Frazier Financial Advisors sold 2 Rocket Companies shares in Q2 2025, an estimated $25.
  • Frazier Financial Advisors first reported a position in Rocket Companies in Q1 2024 and held it in 5 quarters.
  • Frazier Financial Advisors's Rocket Companies position peaked at $39 in Q3 2024.
  • 374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Frazier Financial Advisors's 13F filing for Q2 2025, filed 28 Jul 2025.