Wealthcare Advisory Partners’s Rocket Companies RKT Stock Holding History

Wealthcare Advisory 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
2026 Q2	$825K	Sell	52,403 -247	-0.5%	-$3.56K	0.02%	569
2026 Q1	$750K	Sell	52,650 -8,474	-14%	-$154K	0.01%	587
2025 Q4	$1.18M	Buy	61,124 +16,765	+38%	+$300K	0.02%	465
2025 Q3	$860K	Sell	44,359 -5,932	-12%	-$103K	0.02%	544
2025 Q2	$713K	Buy	50,291 +21,711	+76%	+$282K	0.02%	553
2025 Q1	$345K	Buy	28,580 +72	+0.3%	+$929	0.01%	697
2024 Q4	$321K	Buy	28,508 +12,230	+75%	+$182K	0.01%	690
2024 Q3	$312K	Buy	16,278 +6,044	+59%	+$106K	0.01%	712
2024 Q2	$140K	Sell	10,234 -142	-1%	-$1.92K	﹤0.01%	806
2024 Q1	$151K	Sell	10,376 -8,076	-44%	-$100K	0.01%	780
2023 Q4	$267K	Sell	18,452 -3,051	-14%	-$29.2K	0.01%	639
2023 Q3	$176K	Buy	21,503 +3,763	+21%	+$38K	0.01%	663
2023 Q2	$159K	Buy	+17,740	New	+$154K	0.01%	691
2023 Q1	–	Sell	-14,012	Closed	-$98.1K	–	735
2022 Q4	$98.1K	Hold	14,012	–	–	﹤0.01%	682
2022 Q3	$89K	Sell	14,012 -461	-3%	-$4.01K	0.01%	591
2022 Q2	$107K	Buy	14,473 +461	+3%	+$3.98K	0.01%	548
2022 Q1	$156K	Buy	+14,012	New	+$173K	0.01%	528

Other funds holding RKT

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

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

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

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealthcare Advisory Partners's RKT Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Rocket Companies (RKT) stake by 0.47% in Q2 2026, selling an estimated $3.56K and leaving 52,403 shares worth $825K. The position accounts for 0.02% of the portfolio, ranked #569.

Wealthcare Advisory Partners first reported a position in RKT in Q1 2022 and has held it in 17 quarters since. The position peaked at $1.18M in Q4 2025. 113 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Wealthcare Advisory Partners held 52,403 shares of Rocket Companies worth $825K as of Q2 2026.
Wealthcare Advisory Partners sold 247 Rocket Companies shares in Q2 2026, an estimated $3.56K.
Rocket Companies made up 0.02% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #569 holding.
Wealthcare Advisory Partners first reported a position in Rocket Companies in Q1 2022 and has held it in 17 quarters since.
Wealthcare Advisory Partners's Rocket Companies position peaked at $1.18M in Q4 2025.
113 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.