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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

OCP

OCO Capital Partners New York $569M AUM 213.77% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

TCMX

Technology Crossover Management X Menlo Park, California $795M AUM 5.23% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wedmont Private Capital's RKT Position: Q2 2026 in Review

Wedmont Private Capital increased its Rocket Companies (RKT) stake by 28% in Q2 2026, buying an estimated $99.9K and bringing the position to 31,319 shares worth $451K. The position accounts for 0.01% of the portfolio, ranked #584.

Wedmont Private Capital first reported a position in RKT in Q1 2024 and has held it in 8 quarters since. The position peaked at $496K in Q4 2025. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Wedmont Private Capital held 31,319 shares of Rocket Companies worth $451K as of Q2 2026.
Wedmont Private Capital bought 6,930 Rocket Companies shares in Q2 2026, an estimated $99.9K.
Rocket Companies made up 0.01% of Wedmont Private Capital's portfolio in Q2 2026, its #584 holding.
Wedmont Private Capital first reported a position in Rocket Companies in Q1 2024 and has held it in 8 quarters since.
Wedmont Private Capital's Rocket Companies position peaked at $496K in Q4 2025.
354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.