Retirement Wealth Solutions
RKT icon

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
Q3 		$12 Sell
1
-11
-92% -$151 ﹤0.01% 900
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Technology Crossover Management X
Technology Crossover Management X Menlo Park, California $648M AUM 23.83% 1-Year Est. Return
Brooklands Fund Management
Brooklands Fund Management London, United Kingdom $782M AUM 0.49% 1-Year Est. Return
J.V. Bruni & Co
J.V. Bruni & Co Colorado Springs, Colorado $1.06B AUM 24.12% 1-Year Est. Return
Diversified Portfolios Inc
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Retirement Wealth Solutions's RKT Position: Q3 2026 in Review

Retirement Wealth Solutions reduced its Rocket Companies (RKT) stake by 92% in Q3 2026, selling an estimated $151 and leaving 1 share worth $12. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Retirement Wealth Solutions first reported a position in RKT in Q4 2025 and has held it in 4 quarters since. The position peaked at $562 in Q4 2025. 325 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Retirement Wealth Solutions held 1 share of Rocket Companies worth $12 as of Q3 2026.
  • Retirement Wealth Solutions sold 11 Rocket Companies shares in Q3 2026, an estimated $151.
  • Rocket Companies made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #900 holding.
  • Retirement Wealth Solutions first reported a position in Rocket Companies in Q4 2025 and has held it in 4 quarters since.
  • Retirement Wealth Solutions's Rocket Companies position peaked at $562 in Q4 2025.
  • 325 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.