Valeo Financial Advisors’s Rocket Companies RKT Stock Holding History

Valeo Financial Advisors’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	$242K	Buy	20,985 +512	+3%	+$7.01K	0.01%	706
2026 Q2	$322K	Buy	20,473 +823	+4%	+$11.9K	0.01%	603
2026 Q1	$280K	Sell	19,650 -433	-2%	-$7.88K	0.01%	579
2025 Q4	$389K	Buy	20,083 +3,690	+23%	+$66K	0.01%	534
2025 Q3	$318K	Buy	+16,393	New	+$286K	0.01%	590
2021 Q2	–	Sell	-205	Closed	-$5K	–	1532
2021 Q1	$5K	Buy	205 +105	+105%	+$2.35K	﹤0.01%	1581
2020 Q4	$2K	Sell	100 -389	-80%	-$8.21K	﹤0.01%	1538
2020 Q3	$10K	Buy	+489	New	+$11.4K	﹤0.01%	1088

Other funds holding RKT

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

MWM

MFG Wealth Management Indianapolis, Indiana $138M AUM 31.54% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Valeo Financial Advisors's RKT Position: Q3 2026 in Review

Valeo Financial Advisors increased its Rocket Companies (RKT) stake by 2.5% in Q3 2026, buying an estimated $7.01K and bringing the position to 20,985 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #706.

Valeo Financial Advisors first reported a position in RKT in Q3 2020 and has held it in 8 quarters since. The position peaked at $389K in Q4 2025. 22 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

Valeo Financial Advisors held 20,985 shares of Rocket Companies worth $242K as of Q3 2026.
Valeo Financial Advisors bought 512 Rocket Companies shares in Q3 2026, an estimated $7.01K.
Rocket Companies made up 0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #706 holding.
Valeo Financial Advisors first reported a position in Rocket Companies in Q3 2020 and has held it in 8 quarters since.
Valeo Financial Advisors's Rocket Companies position peaked at $389K in Q4 2025.
22 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.