Rocket Cos shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of Rocket Cos (RKT) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in Rocket Cos
Tip: Access up to 7 years of quarterly data
All positions including Rocket Cos held by HCR Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Rocket Cos by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.4M | 73k | 19.36 |
| 2025-09-30 | $1.3M | 69k | 18.37 |
| 2025-06-30 | $939k | 66k | 14.18 |
| 2025-03-31 | $801k | 66k | 12.07 |
| 2024-12-31 | $859k | 76k | 11.26 |
| 2024-09-30 | $1.5M | 78k | 19.19 |
| 2024-06-30 | $1.1M | 78k | 13.70 |
| 2024-03-31 | $1.1M | 79k | 14.55 |
| 2023-12-31 | $1.1M | 76k | 14.48 |
| 2023-09-30 | $572k | 70k | 8.18 |
| 2023-06-30 | $692k | 77k | 8.96 |
| 2023-03-31 | $718k | 79k | 9.06 |
| 2022-12-31 | $562k | 80k | 7.00 |
| 2022-09-30 | $571k | 90k | 6.32 |
| 2022-06-30 | $740k | 101k | 7.36 |
| 2022-03-31 | $1.6M | 145k | 11.12 |
| 2021-12-31 | $2.1M | 152k | 14.00 |
| 2021-09-30 | $3.1M | 190k | 16.04 |
| 2021-06-30 | $3.7M | 192k | 19.35 |
| 2021-03-31 | $4.3M | 187k | 23.09 |
| 2020-12-31 | $1.2M | 57k | 20.22 |