QWM
RKT icon

Quaker Wealth Management’s Rocket Companies RKT Stock Holding History

Quaker 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
Q2 		$11.5K Buy
729
+509
+231% +$7.34K ﹤0.01% 275
2026
Q1 		$3.13K Sell
220
-2
-0.9% -$36 ﹤0.01% 375
2025
Q4 		$4.3K Buy
+222
New +$3.97K ﹤0.01% 367

Other funds holding RKT

OCP
OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
HC
Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return
PJWM
Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Quaker Wealth Management's RKT Position: Q2 2026 in Review

Quaker Wealth Management increased its Rocket Companies (RKT) stake by 231% in Q2 2026, buying an estimated $7.34K and bringing the position to 729 shares worth $11.5K. The position accounts for ﹤0.01% of the portfolio, ranked #275.

Quaker Wealth Management first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. 245 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Quaker Wealth Management held 729 shares of Rocket Companies worth $11.5K as of Q2 2026.
  • Quaker Wealth Management bought 509 Rocket Companies shares in Q2 2026, an estimated $7.34K.
  • Rocket Companies made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #275 holding.
  • Quaker Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • 245 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.