Midwest Trust
RKT icon

Midwest Trust’s Rocket Companies RKT Stock Holding History

Midwest 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
Q3 		$468K Hold
40,699
– – 0.01% 471
2026
Q2 		$641K Sell
40,699
-1,006
-2% -$14.5K 0.01% 409
2026
Q1 		$594K Buy
41,705
+289
+0.7% +$5.26K 0.01% 414
2025
Q4 		$802K Buy
+41,416
New +$741K 0.01% 358

Other funds holding RKT

Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
CWM
Compass Wealth Management Guilford, Connecticut $519M AUM 26.28% 1-Year Est. Return
DCM
Dilation Capital Management New York $200M AUM 86.65% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
CRB
Chad R. Baker $612M AUM 33.64% 1-Year Est. Return
Lincoln Capital Corp
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Midwest Trust's RKT Position: Q3 2026 in Review

Midwest Trust held its Rocket Companies (RKT) position steady in Q3 2026 at 40,699 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #471.

Midwest Trust first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $802K in Q4 2025. 127 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Midwest Trust held 40,699 shares of Rocket Companies worth $468K as of Q3 2026.
  • Midwest Trust left its Rocket Companies share count unchanged in Q3 2026.
  • Rocket Companies made up 0.01% of Midwest Trust's portfolio in Q3 2026, its #471 holding.
  • Midwest Trust first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • Midwest Trust's Rocket Companies position peaked at $802K in Q4 2025.
  • 127 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Midwest Trust's 13F filing for Q3 2026, filed 22 Oct 2026.