Perigon Wealth Management’s Rocket Companies RKT Stock Holding History

Perigon Wealth Management’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	$982K	Buy	85,331 +2,037	+2%	+$27.9K	0.02%	612
2026 Q2	$1.31M	Buy	83,294 +9,742	+13%	+$140K	0.02%	500
2026 Q1	$1.05M	Sell	73,552 -8,111	-10%	-$148K	0.02%	518
2025 Q4	$1.58M	Buy	81,663 +4,716	+6%	+$84.3K	0.03%	424
2025 Q3	$1.49M	Buy	+76,947	New	+$1.34M	0.03%	411
2021 Q1	–	Sell	-7,415	Closed	-$150K	–	916
2020 Q4	$150K	Buy	+7,415	New	+$156K	0.02%	461

Other funds holding RKT

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return

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 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 East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Perigon Wealth Management's RKT Position: Q3 2026 in Review

Perigon Wealth Management increased its Rocket Companies (RKT) stake by 2.4% in Q3 2026, buying an estimated $27.9K and bringing the position to 85,331 shares worth $982K. The position accounts for 0.02% of the portfolio, ranked #612.

Perigon Wealth Management first reported a position in RKT in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.58M in Q4 2025. 140 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Perigon Wealth Management held 85,331 shares of Rocket Companies worth $982K as of Q3 2026.
Perigon Wealth Management bought 2,037 Rocket Companies shares in Q3 2026, an estimated $27.9K.
Rocket Companies made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #612 holding.
Perigon Wealth Management first reported a position in Rocket Companies in Q4 2020 and has held it in 6 quarters since.
Perigon Wealth Management's Rocket Companies position peaked at $1.58M in Q4 2025.
140 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.