Quaker Wealth Management
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
Q3 		$4.94K Sell
429
-300
-41% -$4.11K ﹤0.01% 346
2026
Q2 		$11.5K Buy
729
+509
+231% +$7.34K ﹤0.01% 275
2026
Q1 		$3.14K Sell
220
-2
-0.9% -$36 ﹤0.01% 375
2025
Q4 		$4.3K Buy
+222
New +$3.97K ﹤0.01% 367

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Brooklands Fund Management
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Artemis Investment Management
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Reynders McVeigh Capital Management
Reynders McVeigh Capital Management Boston, Massachusetts $2.31B AUM 23.57% 1-Year Est. Return
Hillman Company
Hillman Company Pittsburgh, Pennsylvania $261M AUM 2.04% 1-Year Est. Return
Philip James Wealth Mangement
Philip James Wealth Mangement Milton, Georgia $906M AUM 30.39% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return

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

Quaker Wealth Management reduced its Rocket Companies (RKT) stake by 41% in Q3 2026, selling an estimated $4.11K and leaving 429 shares worth $4.94K. The position accounts for ﹤0.01% of the portfolio, ranked #346.

Quaker Wealth Management first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $11.5K in Q2 2026. 252 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Quaker Wealth Management held 429 shares of Rocket Companies worth $4.94K as of Q3 2026.
  • Quaker Wealth Management sold 300 Rocket Companies shares in Q3 2026, an estimated $4.11K.
  • Rocket Companies made up ﹤0.01% of Quaker Wealth Management's portfolio in Q3 2026, its #346 holding.
  • Quaker Wealth Management first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • Quaker Wealth Management's Rocket Companies position peaked at $11.5K in Q2 2026.
  • 252 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

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