Udine Wealth Management’s Rocket Companies RKT Stock Holding History

Udine 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	$2.95M	Buy	187,576 +8,775	+5%	+$127K	1.22%	27
2026 Q1	$2.55M	Buy	178,801 +5,475	+3%	+$99.6K	1.25%	23
2025 Q4	$3.36M	Buy	173,326 +5,256	+3%	+$94K	1.59%	16
2025 Q3	$3.26M	Buy	168,070 +77,736	+86%	+$1.36M	1.56%	18
2025 Q2	$1.28M	Buy	+90,334	New	+$1.17M	0.68%	29

Other funds holding RKT

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

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

Udine Wealth Management increased its Rocket Companies (RKT) stake by 4.9% in Q2 2026, buying an estimated $127K and bringing the position to 187,576 shares worth $2.95M. The position accounts for 1.22% of the portfolio, ranked #27.

Udine Wealth Management first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.36M in Q4 2025. 245 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Udine Wealth Management held 187,576 shares of Rocket Companies worth $2.95M as of Q2 2026.
Udine Wealth Management bought 8,775 Rocket Companies shares in Q2 2026, an estimated $127K.
Rocket Companies made up 1.22% of Udine Wealth Management's portfolio in Q2 2026, its #27 holding.
Udine Wealth Management first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
Udine Wealth Management's Rocket Companies position peaked at $3.36M in Q4 2025.
245 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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