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Livermore
Livermore
ZHEN

Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

RKT holding history

Rocket Companies, Inc. in every 13F filed by Wealthspire Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RKT overviewAll 13F holders of RKTFull Q2 2026 holdings

Shares (Q2 2026)
795,994
Value
$12.5M
% of portfolio
0.1%
Quarters held
13
Since Q1 2022
Holdings of RKT by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026795,994$12.5M0.1%+3,673+0.5%AddedHolders
Q1 2026792,321$11.3M0.1%−3,076−0.4%ReducedHolders
Q4 2025795,397$15.4M0.1%−82,600−9.4%ReducedHolders
Q3 2025877,997$17.0M0.1%+877,997NewHolders
Q2 20240$00.0%−75,161−100.0%Sold outHolders
Q1 202475,161$1.09M<0.1%−116,239−60.7%ReducedHolders
Q4 2023191,400$2.77M<0.1%−55,000−22.3%ReducedHolders
Q3 2023246,400$2.02M<0.1%−494,000−66.7%ReducedHolders
Q2 2023740,400$6.63M0.1%00.0%UnchangedHolders
Q1 2023740,400$6.71M0.1%00.0%UnchangedHolders
Q4 2022740,400$5.18M0.1%00.0%UnchangedHolders
Q3 2022740,400$4.68M0.1%00.0%UnchangedHolders
Q2 2022740,400$5.45M0.1%+3000.0%AddedHolders
Q1 2022740,100$8.23M0.2%+740,100NewHolders