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NorthAvenue LLC’s Rocket Companies RKT Stock Holding History

NorthAvenue LLC’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 		$410 Hold
26
– – ﹤0.01% 275
2026
Q1 		$371 Hold
26
– – ﹤0.01% 240
2025
Q4 		$504 Buy
+26
New +$465 ﹤0.01% 270

Other funds holding RKT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

NorthAvenue LLC's RKT Position: Q2 2026 in Review

NorthAvenue LLC held its Rocket Companies (RKT) position steady in Q2 2026 at 26 shares worth $410. The position accounts for ﹤0.01% of the portfolio, ranked #275.

NorthAvenue LLC first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $504 in Q4 2025. 110 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • NorthAvenue LLC held 26 shares of Rocket Companies worth $410 as of Q2 2026.
  • NorthAvenue LLC left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of NorthAvenue LLC's portfolio in Q2 2026, its #275 holding.
  • NorthAvenue LLC first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • NorthAvenue LLC's Rocket Companies position peaked at $504 in Q4 2025.
  • 110 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on NorthAvenue LLC's 13F filing for Q2 2026, filed 21 Jul 2026.