WWM
RKT icon

Whalen Wealth Management’s Rocket Companies RKT Stock Holding History

Whalen Wealth Management’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 		– Sell
-21,982
Closed -$346K – 246
2026
Q2 		$346K Sell
21,982
-17,430
-44% -$251K 0.16% 147
2026
Q1 		$562K Buy
39,412
+16,126
+69% +$293K 0.3% 91
2025
Q4 		$451K Sell
23,286
-5,520
-19% -$98.7K 0.24% 120
2025
Q3 		$558K Buy
+28,806
New +$502K 0.33% 68
2024
Q3 		– Sell
-29,472
Closed -$404K – 136
2024
Q2 		$404K Buy
29,472
+15,663
+113% +$212K 0.32% 66
2024
Q1 		$201K Buy
+13,809
New +$171K 0.15% 111

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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Whalen Wealth Management's RKT Position: Q3 2026 in Review

Whalen Wealth Management sold out of Rocket Companies (RKT) in Q3 2026, closing a stake of 21,982 shares — an estimated $346K sold.

Whalen Wealth Management first reported a position in RKT in Q1 2024 and held it in 6 quarters. The position peaked at $562K in Q1 2026. 22 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Whalen Wealth Management reported no remaining Rocket Companies position as of Q3 2026 after selling out during the quarter.
  • Whalen Wealth Management sold 21,982 Rocket Companies shares in Q3 2026, an estimated $346K.
  • Whalen Wealth Management first reported a position in Rocket Companies in Q1 2024 and held it in 6 quarters.
  • Whalen Wealth Management's Rocket Companies position peaked at $562K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Whalen Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.