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Global Financial Private Client’s Rocket Companies RKT Stock Holding History

Global Financial Private Client’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
-3
Closed -$36 – 1291
2025
Q1 		$36 Buy
3
+2
+200% +$26 ﹤0.01% 1657
2024
Q4 		$11 Buy
+1
New +$15 ﹤0.01% 1653

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

Global Financial Private Client's RKT Position: Q2 2025 in Review

Global Financial Private Client sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 3 shares — an estimated $36 sold.

Global Financial Private Client first reported a position in RKT in Q4 2024 and held it in 2 quarters. The position peaked at $36 in Q1 2025. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

  • Global Financial Private Client reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 3 Rocket Companies shares in Q2 2025, an estimated $36.
  • Global Financial Private Client first reported a position in Rocket Companies in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Rocket Companies position peaked at $36 in Q1 2025.
  • 374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.