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Retirement Wealth Solutions’s Rocket Companies RKT Stock Holding History

Retirement Wealth Solutions’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 		$189 Sell
12
-6
-33% -$86 ﹤0.01% 778
2026
Q1 		$257 Sell
18
-11
-38% -$200 ﹤0.01% 769
2025
Q4 		$562 Buy
+29
New +$519 ﹤0.01% 662

Other funds holding RKT

Assenagon Asset Management
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
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
AC
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
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRB
Chad R. Baker $620M AUM 42.67% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Retirement Wealth Solutions's RKT Position: Q2 2026 in Review

Retirement Wealth Solutions reduced its Rocket Companies (RKT) stake by 33% in Q2 2026, selling an estimated $86 and leaving 12 shares worth $189. The position accounts for ﹤0.01% of the portfolio, ranked #778.

Retirement Wealth Solutions first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $562 in Q4 2025. 74 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Retirement Wealth Solutions held 12 shares of Rocket Companies worth $189 as of Q2 2026.
  • Retirement Wealth Solutions sold 6 Rocket Companies shares in Q2 2026, an estimated $86.
  • Rocket Companies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q2 2026, its #778 holding.
  • Retirement Wealth Solutions first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Retirement Wealth Solutions's Rocket Companies position peaked at $562 in Q4 2025.
  • 74 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.