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Aaron Wealth Advisors’s Rocket Companies RKT Stock Holding History

Aaron Wealth Advisors’s Portfolio RKT Stock Details RKT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$232K Buy
+14,756
New +$213K 0.01% 644
2026
Q1 		– Sell
-15,056
Closed -$291K – 751
2025
Q4 		$291K Buy
+15,056
New +$269K 0.02% 575

Other funds holding RKT

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Aaron Wealth Advisors's RKT Position: Q2 2026 in Review

Aaron Wealth Advisors opened a new position in Rocket Companies (RKT) in Q2 2026: 14,756 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #644 among its holdings. This is a return to the name: Aaron Wealth Advisors previously reported a position in RKT as recently as Q4 2025.

Aaron Wealth Advisors first reported a position in RKT in Q4 2025 and has held it in 2 quarters since. The position peaked at $291K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Aaron Wealth Advisors held 14,756 shares of Rocket Companies worth $232K as of Q2 2026.
  • Rocket Companies was a new Aaron Wealth Advisors position in Q2 2026.
  • Rocket Companies made up 0.01% of Aaron Wealth Advisors's portfolio in Q2 2026, its #644 holding.
  • Aaron Wealth Advisors first reported a position in Rocket Companies in Q4 2025 and has held it in 2 quarters since.
  • Aaron Wealth Advisors's Rocket Companies position peaked at $291K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.