Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Rocket Companies RKT Stock Holding History

Wealth Enhancement Advisory Services’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 		$825K Buy
57,344
+31,337
+120% +$452K ﹤0.01% 2227
2026
Q1 		$389K Sell
26,007
-85,862
-77% -$1.56M ﹤0.01% 2534
2025
Q4 		$2.37M Sell
111,869
-15,997
-13% -$286K ﹤0.01% 1421
2025
Q3 		$2.08M Buy
127,866
+116,760
+1,051% +$2.04M ﹤0.01% 1408
2025
Q2 		$158K Buy
11,106
+711
+7% +$9.22K ﹤0.01% 3053
2025
Q1 		$125K Buy
+10,395
New +$134K ﹤0.01% 2720
2024
Q4 		– Sell
-22,566
Closed -$433K – 3093
2024
Q3 		$433K Buy
22,566
+2,766
+14% +$48.5K ﹤0.01% 1919
2024
Q2 		$271K Buy
19,800
+4,250
+27% +$57.4K ﹤0.01% 2052
2024
Q1 		$226K Sell
15,550
-5,235
-25% -$65K ﹤0.01% 2112
2023
Q4 		$301K Buy
+20,785
New +$199K ﹤0.01% 1808

Other funds holding RKT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
GC
GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
RFM
Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return
AC
Asio Capital Lexington, Kentucky $781M AUM 26.78% 1-Year Est. Return
MWM
MFG Wealth Management Indianapolis, Indiana $140M AUM 44.72% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's RKT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Rocket Companies (RKT) stake by 120% in Q2 2026, buying an estimated $452K and bringing the position to 57,344 shares worth $825K. The position accounts for ﹤0.01% of the portfolio, ranked #2227.

Wealth Enhancement Advisory Services first reported a position in RKT in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.37M in Q4 2025. 113 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Wealth Enhancement Advisory Services held 57,344 shares of Rocket Companies worth $825K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 31,337 Rocket Companies shares in Q2 2026, an estimated $452K.
  • Rocket Companies made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2227 holding.
  • Wealth Enhancement Advisory Services first reported a position in Rocket Companies in Q4 2023 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Rocket Companies position peaked at $2.37M in Q4 2025.
  • 113 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.