Principia Wealth Advisory’s Rocket Companies RKT Stock Holding History
Bought
Maintained
Sold
Other funds holding RKT
VH
Principia Wealth Advisory's RKT Position: Q2 2026 in Review
Principia Wealth Advisory reduced its Rocket Companies (RKT) stake by 56% in Q2 2026, selling an estimated $216 and leaving 12 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #997.
Principia Wealth Advisory first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $910 in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.
- Principia Wealth Advisory held 12 shares of Rocket Companies worth $189 as of Q2 2026.
- Principia Wealth Advisory sold 15 Rocket Companies shares in Q2 2026, an estimated $216.
- Rocket Companies made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #997 holding.
- Principia Wealth Advisory first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
- Principia Wealth Advisory's Rocket Companies position peaked at $910 in Q4 2025.
- 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.
Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.