MPWT
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MassMutual Private Wealth & Trust’s Rocket Companies RKT Stock Holding History

MassMutual Private Wealth & Trust’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 		$616K Sell
39,134
-3,468
-8% -$50K 0.02% 289
2026
Q1 		$607K Sell
42,602
-115
-0.3% -$2.09K 0.02% 290
2025
Q4 		$827K Buy
42,717
+42,367
+12,105% +$758K 0.02% 265
2025
Q3 		$6.78K Buy
350
+219
+167% +$3.82K ﹤0.01% 1558
2025
Q2 		$1.86K Buy
131
+4
+3% +$52 ﹤0.01% 1969
2025
Q1 		$1.53K Sell
127
-26
-17% -$335 ﹤0.01% 2006
2024
Q4 		$1.72K Hold
153
– – ﹤0.01% 1872
2024
Q3 		$2.94K Buy
153
+23
+18% +$404 ﹤0.01% 1551
2024
Q2 		$1.78K Buy
130
+18
+16% +$243 ﹤0.01% 1679
2024
Q1 		$1.63K Buy
+112
New +$1.39K ﹤0.01% 1603
2022
Q4 		– Sell
-164
Closed -$1K – 1818
2022
Q3 		$1K Hold
164
– – ﹤0.01% 1500
2022
Q2 		$1K Buy
+164
New +$1.42K ﹤0.01% 1393
2021
Q4 		– Sell
-28
Closed – – 1476
2021
Q3 		$0 Hold
28
– – ﹤0.01% 1322
2021
Q2 		$1K Buy
+28
New +$567 ﹤0.01% 1166

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 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

MassMutual Private Wealth & Trust's RKT Position: Q2 2026 in Review

MassMutual Private Wealth & Trust reduced its Rocket Companies (RKT) stake by 8.1% in Q2 2026, selling an estimated $50K and leaving 39,134 shares worth $616K. The position accounts for 0.02% of the portfolio, ranked #289.

MassMutual Private Wealth & Trust first reported a position in RKT in Q2 2021 and has held it in 14 quarters since. The position peaked at $827K in Q4 2025. 257 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • MassMutual Private Wealth & Trust held 39,134 shares of Rocket Companies worth $616K as of Q2 2026.
  • MassMutual Private Wealth & Trust sold 3,468 Rocket Companies shares in Q2 2026, an estimated $50K.
  • Rocket Companies made up 0.02% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #289 holding.
  • MassMutual Private Wealth & Trust first reported a position in Rocket Companies in Q2 2021 and has held it in 14 quarters since.
  • MassMutual Private Wealth & Trust's Rocket Companies position peaked at $827K in Q4 2025.
  • 257 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.