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WPG Advisers’s Rocket Companies RKT Stock Holding History

WPG Advisers’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 		$26.5K Sell
1,684
-954
-36% -$13.8K 0.02% 473
2026
Q1 		$37.6K Buy
2,638
+211
+9% +$3.84K 0.03% 338
2025
Q4 		$47K Buy
2,427
+1,660
+216% +$29.7K 0.03% 307
2025
Q3 		$14.9K Buy
767
+572
+293% +$9.97K 0.01% 584
2025
Q2 		$2.77K Hold
195
– – ﹤0.01% 1046
2025
Q1 		$2.35K Hold
195
– – ﹤0.01% 1084
2024
Q4 		$2.2K Buy
+195
New +$2.9K ﹤0.01% 1058

Other funds holding RKT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Boston Partners
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
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
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WPG Advisers's RKT Position: Q2 2026 in Review

WPG Advisers reduced its Rocket Companies (RKT) stake by 36% in Q2 2026, selling an estimated $13.8K and leaving 1,684 shares worth $26.5K. The position accounts for 0.02% of the portfolio, ranked #473.

WPG Advisers first reported a position in RKT in Q4 2024 and has held it in 7 quarters since. The position peaked at $47K in Q4 2025. 354 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • WPG Advisers held 1,684 shares of Rocket Companies worth $26.5K as of Q2 2026.
  • WPG Advisers sold 954 Rocket Companies shares in Q2 2026, an estimated $13.8K.
  • Rocket Companies made up 0.02% of WPG Advisers's portfolio in Q2 2026, its #473 holding.
  • WPG Advisers first reported a position in Rocket Companies in Q4 2024 and has held it in 7 quarters since.
  • WPG Advisers's Rocket Companies position peaked at $47K in Q4 2025.
  • 354 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.