HCM
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HMS Capital Management’s Rocket Companies RKT Stock Holding History

HMS Capital Management’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 		$573K Sell
36,365
-345
-0.9% -$4.97K 0.21% 78
2026
Q1 		$523K Sell
36,710
-13,588
-27% -$247K 0.2% 76
2025
Q4 		$974K Buy
+50,298
New +$899K 0.4% 49

Other funds holding RKT

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
PIM
Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

HMS Capital Management's RKT Position: Q2 2026 in Review

HMS Capital Management reduced its Rocket Companies (RKT) stake by 0.94% in Q2 2026, selling an estimated $4.97K and leaving 36,365 shares worth $573K. The position accounts for 0.21% of the portfolio, ranked #78.

HMS Capital Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $974K in Q4 2025. 211 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • HMS Capital Management held 36,365 shares of Rocket Companies worth $573K as of Q2 2026.
  • HMS Capital Management sold 345 Rocket Companies shares in Q2 2026, an estimated $4.97K.
  • Rocket Companies made up 0.21% of HMS Capital Management's portfolio in Q2 2026, its #78 holding.
  • HMS Capital Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • HMS Capital Management's Rocket Companies position peaked at $974K in Q4 2025.
  • 211 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on HMS Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.