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Kohmann Bosshard Financial Services’s Rocket Companies RKT Stock Holding History

Kohmann Bosshard Financial Services’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
Q1 		– Sell
-1,119
Closed -$21.7K – 515
2025
Q4 		$21.7K Buy
+1,119
New +$20K ﹤0.01% 719
2025
Q1 		– Sell
-500
Closed -$5.63K – 670
2024
Q4 		$5.63K Buy
+500
New +$7.44K ﹤0.01% 533

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
SPC
Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return

Kohmann Bosshard Financial Services's RKT Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Rocket Companies (RKT) in Q1 2026, closing a stake of 1,119 shares — an estimated $21.7K sold.

Kohmann Bosshard Financial Services first reported a position in RKT in Q4 2024 and held it in 2 quarters. The position peaked at $21.7K in Q4 2025. 817 funds tracked by Wall St. Rank hold RKT as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Rocket Companies position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 1,119 Rocket Companies shares in Q1 2026, an estimated $21.7K.
  • Kohmann Bosshard Financial Services first reported a position in Rocket Companies in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Rocket Companies position peaked at $21.7K in Q4 2025.
  • 817 funds tracked by Wall St. Rank held Rocket Companies as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.