Physician Wealth Advisors’s Rocket Companies RKT Stock Holding History

Physician Wealth Advisors’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	$3.97K	Buy	252 +131	+108%	+$1.89K	﹤0.01%	1198
2026 Q1	$1.73K	Sell	121 -193	-61%	-$3.51K	﹤0.01%	1418
2025 Q4	$6.08K	Buy	314 +205	+188%	+$3.67K	﹤0.01%	914
2025 Q3	$2.11K	Buy	109 +31	+40%	+$541	﹤0.01%	1199
2025 Q2	$1.11K	Buy	+78	New	+$1.01K	﹤0.01%	1345

Other funds holding RKT

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Physician Wealth Advisors's RKT Position: Q2 2026 in Review

Physician Wealth Advisors increased its Rocket Companies (RKT) stake by 108% in Q2 2026, buying an estimated $1.89K and bringing the position to 252 shares worth $3.97K. The position accounts for ﹤0.01% of the portfolio, ranked #1198.

Physician Wealth Advisors first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $6.08K in Q4 2025. 113 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Physician Wealth Advisors held 252 shares of Rocket Companies worth $3.97K as of Q2 2026.
Physician Wealth Advisors bought 131 Rocket Companies shares in Q2 2026, an estimated $1.89K.
Rocket Companies made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1198 holding.
Physician Wealth Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Rocket Companies position peaked at $6.08K in Q4 2025.
113 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.