VVP
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Venture Visionary Partners’s Rocket Companies RKT Stock Holding History

Venture Visionary Partners’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
Q4 		– Sell
-6,000
Closed -$116K – 699
2025
Q3 		$116K Buy
+6,000
New +$105K ﹤0.01% 605

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
GI
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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Venture Visionary Partners's RKT Position: Q3 2026 in Review

Venture Visionary Partners reduced its Rocket Companies (RKT) stake by 62% in Q3 2026, selling an estimated $2.47M and leaving 112,630 shares worth $1.3M. The position accounts for 0.03% of the portfolio, ranked #307.

Venture Visionary Partners first reported a position in RKT in Q2 2022 and has held it in 7 quarters since. The position peaked at $4.73M in Q1 2026. 23 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Venture Visionary Partners held 112,630 shares of Rocket Companies worth $1.3M as of Q3 2026.
  • Venture Visionary Partners sold 180,830 Rocket Companies shares in Q3 2026, an estimated $2.47M.
  • Rocket Companies made up 0.03% of Venture Visionary Partners's portfolio in Q3 2026, its #307 holding.
  • Venture Visionary Partners first reported a position in Rocket Companies in Q2 2022 and has held it in 7 quarters since.
  • Venture Visionary Partners's Rocket Companies position peaked at $4.73M in Q1 2026.
  • 23 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.