Insigneo Advisory Services’s Rocket Companies RKT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$191K Sell
12,134
-3
-0% -$43 0.01% 796
2026
Q1
$173K Sell
12,137
-1,125
-8% -$20.5K 0.01% 659
2025
Q4
$257K Buy
+13,262
New +$237K 0.02% 564

Other funds holding RKT

Insigneo Advisory Services's RKT Position: Q2 2026 in Review

Insigneo Advisory Services reduced its Rocket Companies (RKT) stake by 0.02% in Q2 2026, selling an estimated $43 and leaving 12,134 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #796.

Insigneo Advisory Services first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $257K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Insigneo Advisory Services held 12,134 shares of Rocket Companies worth $191K as of Q2 2026.
  • Insigneo Advisory Services sold 3 Rocket Companies shares in Q2 2026, an estimated $43.
  • Rocket Companies made up 0.01% of Insigneo Advisory Services's portfolio in Q2 2026, its #796 holding.
  • Insigneo Advisory Services first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Insigneo Advisory Services's Rocket Companies position peaked at $257K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.