Moisand Fitzgerald Tamayo’s Rocket Companies RKT Stock Holding History

Moisand Fitzgerald Tamayo’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	$3.15K	Hold	200	–	–	﹤0.01%	472
2026 Q1	$2.85K	Sell	200 -200	-50%	-$3.64K	﹤0.01%	451
2025 Q4	$7.74K	Hold	400	–	–	﹤0.01%	371
2025 Q3	$7.75K	Hold	400	–	–	﹤0.01%	382
2025 Q2	$5.67K	Hold	400	–	–	﹤0.01%	400
2025 Q1	$4.83K	Hold	400	–	–	﹤0.01%	412
2024 Q4	$4.5K	Hold	400	–	–	﹤0.01%	429
2024 Q3	$7.68K	Hold	400	–	–	﹤0.01%	386
2024 Q2	$5.48K	Hold	400	–	–	﹤0.01%	380
2024 Q1	$5.82K	Hold	400	–	–	﹤0.01%	372
2023 Q4	$5.79K	Hold	400	–	–	﹤0.01%	406
2023 Q3	$3.27K	Hold	400	–	–	﹤0.01%	487
2023 Q2	$3.58K	Hold	400	–	–	﹤0.01%	447
2023 Q1	$3.62K	Hold	400	–	–	﹤0.01%	458
2022 Q4	$2.8K	Hold	400	–	–	﹤0.01%	495
2022 Q3	$3K	Hold	400	–	–	﹤0.01%	453
2022 Q2	$3K	Buy	+400	New	+$3.46K	﹤0.01%	377
2022 Q1	–	Sell	-400	Closed	-$6K	–	628
2021 Q4	$6K	Hold	400	–	–	﹤0.01%	289
2021 Q3	$6K	Hold	400	–	–	﹤0.01%	282
2021 Q2	$8K	Hold	400	–	–	﹤0.01%	287
2021 Q1	$9K	Buy	400 +150	+60%	+$3.35K	﹤0.01%	225
2020 Q4	$5K	Hold	250	–	–	﹤0.01%	263
2020 Q3	$5K	Buy	+250	New	+$5.83K	﹤0.01%	246

Other funds holding RKT

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return