Planning Strategies Inc.’s Rocket Companies RKT Stock Holding History

Planning Strategies Inc.’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	$362	Buy	+23	New	+$332	﹤0.01%	917

Other funds holding RKT

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

Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

Hillman Company Pittsburgh, Pennsylvania $283M AUM 23.82% 1-Year Est. Return

Philip James Wealth Mangement Milton, Georgia $888M AUM 36.11% 1-Year Est. Return

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

GFG Capital Miami, Florida $363M AUM 45.53% 1-Year Est. Return

Peregrine Investment Management Toronto, Ontario, Canada $235M AUM 131.85% 1-Year Est. Return

Planning Strategies Inc.'s RKT Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Rocket Companies (RKT) in Q2 2026: 23 shares worth $362. The stake represents ﹤0.01% of the portfolio and ranks #917 among its holdings.

201 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Planning Strategies Inc. held 23 shares of Rocket Companies worth $362 as of Q2 2026.
Rocket Companies was a new Planning Strategies Inc. position in Q2 2026.
Rocket Companies made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #917 holding.
201 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.