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Global Wealth Strategies & Associates’s Rocket Companies RKT Stock Holding History

Global Wealth Strategies & Associates’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
-73
Closed -$1.04K – 381
2026
Q1 		$1.04K Hold
73
– – ﹤0.01% 467
2025
Q4 		$1.41K Hold
73
– – ﹤0.01% 460
2025
Q3 		$1.42K Buy
+73
New +$1.27K ﹤0.01% 413

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
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 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
PAS
Park Avenue Securities New York $16B AUM 26.77% 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

Global Wealth Strategies & Associates's RKT Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 73 shares — an estimated $1.04K sold.

Global Wealth Strategies & Associates first reported a position in RKT in Q3 2025 and held it in 3 quarters. The position peaked at $1.42K in Q3 2025. 89 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 73 Rocket Companies shares in Q2 2026, an estimated $1.04K.
  • Global Wealth Strategies & Associates first reported a position in Rocket Companies in Q3 2025 and held it in 3 quarters.
  • Global Wealth Strategies & Associates's Rocket Companies position peaked at $1.42K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.