Guardian Partners’s Rocket Companies RKT Stock Holding History

Guardian Partners’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 Q3	$90.9K	Sell	7,900 -69,700	-90%	-$954K	0.01%	257
2026 Q2	$1.22M	Sell	77,600 -13,701	-15%	-$198K	0.11%	101
2026 Q1	$1.3M	Sell	91,301 -10,999	-11%	-$200K	0.11%	106
2025 Q4	$2.04M	Buy	+102,300	New	+$1.83M	0.16%	94

Other funds holding RKT

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return

J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Guardian Partners's RKT Position: Q3 2026 in Review

Guardian Partners reduced its Rocket Companies (RKT) stake by 90% in Q3 2026, selling an estimated $954K and leaving 7,900 shares worth $90.9K. The position accounts for 0.01% of the portfolio, ranked #257.

Guardian Partners first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $2.04M in Q4 2025. 301 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Guardian Partners held 7,900 shares of Rocket Companies worth $90.9K as of Q3 2026.
Guardian Partners sold 69,700 Rocket Companies shares in Q3 2026, an estimated $954K.
Rocket Companies made up 0.01% of Guardian Partners's portfolio in Q3 2026, its #257 holding.
Guardian Partners first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
Guardian Partners's Rocket Companies position peaked at $2.04M in Q4 2025.
301 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Guardian Partners's 13F filing for Q3 2026, filed 21 Oct 2026.