Sage Investment Counsel’s Rocket Companies RKT Stock Holding History

Sage Investment Counsel’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
2025 Q2	–	Sell	-10,000	Closed	-$121K	–	130
2025 Q1	$121K	Buy	+10,000	New	+$129K	0.15%	105

Other funds holding RKT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Sage Investment Counsel's RKT Position: Q2 2025 in Review

Sage Investment Counsel sold out of Rocket Companies (RKT) in Q2 2025, closing a stake of 10,000 shares — an estimated $121K sold.

Sage Investment Counsel first reported a position in RKT in Q1 2025 and held it in 1 quarter. The position peaked at $121K in Q1 2025. 374 funds tracked by Wall St. Rank hold RKT as of Q2 2025.

Sage Investment Counsel reported no remaining Rocket Companies position as of Q2 2025 after selling out during the quarter.
Sage Investment Counsel sold 10,000 Rocket Companies shares in Q2 2025, an estimated $121K.
Sage Investment Counsel first reported a position in Rocket Companies in Q1 2025 and held it in 1 quarter.
Sage Investment Counsel's Rocket Companies position peaked at $121K in Q1 2025.
374 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2025.

Based on Sage Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.