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Wedmont Private Capital’s Rocket Companies RKT Stock Holding History

Wedmont Private Capital’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 		$300K Sell
25,498
-5,821
-19% -$79.7K 0.01% 781
2026
Q2 		$451K Buy
31,319
+6,930
+28% +$99.9K 0.01% 584
2026
Q1 		$371K Buy
24,389
+1,086
+5% +$19.8K 0.01% 596
2025
Q4 		$496K Buy
23,303
+1,399
+6% +$25K 0.02% 480
2025
Q3 		$357K Buy
+21,904
New +$382K 0.01% 563
2025
Q2 		– Sell
-14,320
Closed -$170K – 764
2025
Q1 		$170K Buy
+14,320
New +$185K 0.01% 671
2024
Q4 		– Sell
-15,937
Closed -$279K – 730
2024
Q3 		$279K Buy
15,937
+1,305
+9% +$22.9K 0.02% 534
2024
Q2 		$210K Buy
14,632
+3,718
+34% +$50.2K 0.01% 602
2024
Q1 		$154K Buy
+10,914
New +$135K 0.01% 583

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
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 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
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

Wedmont Private Capital's RKT Position: Q3 2026 in Review

Wedmont Private Capital reduced its Rocket Companies (RKT) stake by 19% in Q3 2026, selling an estimated $79.7K and leaving 25,498 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #781.

Wedmont Private Capital first reported a position in RKT in Q1 2024 and has held it in 9 quarters since. The position peaked at $496K in Q4 2025. 23 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Wedmont Private Capital held 25,498 shares of Rocket Companies worth $300K as of Q3 2026.
  • Wedmont Private Capital sold 5,821 Rocket Companies shares in Q3 2026, an estimated $79.7K.
  • Rocket Companies made up 0.01% of Wedmont Private Capital's portfolio in Q3 2026, its #781 holding.
  • Wedmont Private Capital first reported a position in Rocket Companies in Q1 2024 and has held it in 9 quarters since.
  • Wedmont Private Capital's Rocket Companies position peaked at $496K in Q4 2025.
  • 23 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.