Altfest L J & Co »

Rocket Cos shares owned by Altfest L J & Co

Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by Altfest L J & Co from 13F filings

Historical chart of Altfest L J & Co investment in Rocket Cos

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All positions including Rocket Cos held by Altfest L J & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Rocket Cos by Altfest L J & Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 80k 19.38
2025-06-30 $993k 70k 14.18
2025-03-31 $493k 41k 12.07

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
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Matthews Asia Fds Asia Innov Activ (MINV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Schwab Strategic Tr Us Tips Etf (SCHP)
Apple (AAPL)
First Tr Exchange-traded No Amer Energy (EMLP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Spdr Series Trust Port Mtg Bk Etf (SPMB)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Vaneck Etf Trust Semiconductr Etf (SMH)
Microsoft Corporation (MSFT)
World Gold Tr Spdr Gld Minis (GLDM)
Angel Oak Funds Trust Mortgage Backed (MBS)

View all positions for Altfest L J & Co

Top funds holding Rocket Cos

Nuveen
ValueAct Holdings
Vanguard Group
Susquehanna International
FMR
Slate Path Capital
Robeco Investment Management
Citadel Advisors
Durable Capital Partners
Toroso Investments
Balyasny Asset Management
BlackRock
UBS Group
Goldman Sachs Group
PointState Capital

View all funds holding Rocket Cos