HCR Wealth Advisors

SEC CIK: 0001697715
Latest filing: Jul 13, 2026

SEC filings (opens in a new tab)

RKT holding history

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

RKT overview All 13F holders of RKT Full Q2 2026 holdings

Shares (Q2 2026): 75,328
Value: $1.19M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of RKT by HCR Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	75,328	$1.19M	0.1%	+5,998+8.7%	Added	Holders
Q1 2026	69,330	$988.0K	0.1%	−3,192−4.4%	Reduced	Holders
Q4 2025	72,522	$1.40M	0.1%	+3,709+5.4%	Added	Holders
Q3 2025	68,813	$1.26M	0.1%	+2,564+3.9%	Added	Holders
Q2 2025	66,249	$939.4K	0.1%	−120−0.2%	Reduced	Holders
Q1 2025	66,369	$801.1K	0.1%	−9,935−13.0%	Reduced	Holders
Q4 2024	76,304	$859.2K	0.1%	−1,903−2.4%	Reduced	Holders
Q3 2024	78,207	$1.50M	0.2%	−156−0.2%	Reduced	Holders
Q2 2024	78,363	$1.07M	0.2%	−369−0.5%	Reduced	Holders
Q1 2024	78,732	$1.15M	0.2%	+2,437+3.2%	Added	Holders
Q4 2023	76,295	$1.10M	0.2%	+6,423+9.2%	Added	Holders
Q3 2023	69,872	$571.6K	0.1%	−7,377−9.5%	Reduced	Holders
Q2 2023	77,249	$692.2K	0.1%	−1,960−2.5%	Reduced	Holders
Q1 2023	79,209	$717.6K	0.1%	−1,120−1.4%	Reduced	Holders
Q4 2022	80,329	$562.3K	0.1%	−10,048−11.1%	Reduced	Holders
Q3 2022	90,377	$571.0K	0.1%	−10,209−10.1%	Reduced	Holders
Q2 2022	100,586	$740.0K	0.1%	−44,060−30.5%	Reduced	Holders
Q1 2022	144,646	$1.61M	0.3%	−7,612−5.0%	Reduced	Holders
Q4 2021	152,258	$2.13M	0.3%	−37,967−20.0%	Reduced	Holders
Q3 2021	190,225	$3.05M	0.5%	−1,671−0.9%	Reduced	Holders
Q2 2021	191,896	$3.71M	0.6%	+5,262+2.8%	Added	Holders
Q1 2021	186,634	$4.31M	0.9%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.