Creative Planning RCKT — ROCKET PHARMACEUTICALS INC

Ownership history in Creative Planning  ·  8 quarters on record

AI Ownership Summary

Creative Planning reported ROCKET PHARMACEUTICALS INC (RCKT) in 8 quarterly 13F filings from 2024 Q4 through 2026 Q3. The latest visible filing shows RCKT at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RCKT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Creative Planning's position in ROCKET PHARMACEUTICALS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RCKT was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RCKT stock page Creative Planning fund profile Creative Planning full holdings
How Creative Planning held RCKT — position size vs. price
% of Fund (quarterly)    RCKT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 ADDED — — — 207,402 +75,819 +57.6% 0.00% $545K 2026-11-02 $2.42
2026 Q2 REDUCED 39.6% -23.7% ✅ 131,583 -86,268 -39.6% 0.00% $450K 2026-08-13 $3.34
2026 Q1 ADDED — — — 217,851 +50,812 +30.4% 0.00% $780K 2026-05-12 $3.64
2025 Q4 ADDED — — — 167,039 +12,054 +7.8% 0.00% $586K 2026-02-17 $3.31
2025 Q3 ADDED — — — 154,985 +111,514 +256.5% 0.00% $505K 2025-11-14 $3.05
2025 Q2 REDUCED 45.4% +33.9% ❌ 43,471 -36,130 -45.4% 0.00% $107K 2025-08-08 $2.86
2025 Q1 REDUCED 10.4% -63.3% ✅ 79,601 -9,243 -10.4% 0.00% $531K 2025-05-15 $6.72
2024 Q4 INITIATED — — — 88,844 — — 0.00% $1.1M 2025-02-14 $10.47

🏢 Other funds also holding RCKT

As of 2026 Q3 — sorted by position size

Amitell Capital Pte Ltd 3Y 0.45% Hennion & Walsh Asset Management, Inc. 3Y 0.02% SANDERS MORRIS HARRIS LLC 3Y 7Y 0.01% BFC Planning, Inc. 0.0% China Universal Asset Management Co., Ltd. 3Y 0.0% Essential Partners LLC 0.0% Achmea Investment Management B.V. 3Y 7Y 0.0% Concurrent Investment Advisors, LLC 0.0% Owl Creek Wealth Partners LLC 0.0% GRIMES & Co WEALTH MANAGEMENT, LLC 3Y 7Y 0.0%

FAQ About Creative Planning and RCKT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Creative Planning reported owning RCKT?

Creative Planning reported RCKT across 8 quarterly 13F filings, from 2024 Q4 through 2026 Q3.

What was the largest reported RCKT position in Creative Planning's portfolio?

The largest reported portfolio weight for RCKT was 0.00% in 2024 Q4.

What is the latest reported RCKT position on this page?

The most recent filing on this page is 2026 Q3, when Creative Planning reported 207,402 shares, equal to 0.00% of portfolio, with an estimated market value of $545K.

What does the chart on this RCKT ownership page compare?

The chart compares Creative Planning's quarterly RCKT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Creative Planning time their RCKT position?

Based on 13F filing dates vs. subsequent RCKT price moves, Creative Planning correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on RCKT relative to SPY over the holding period was -94.2%.

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