Action Point Financial Planning’s Rocket Companies RKT Stock Holding History

Action Point Financial Planning’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	$7.86K	Buy	+502	New	+$7.24K	﹤0.01%	1578

Other funds holding RKT

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Action Point Financial Planning's RKT Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Rocket Companies (RKT) in Q2 2026: 502 shares worth $7.86K. The stake represents ﹤0.01% of the portfolio and ranks #1578 among its holdings.

787 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Action Point Financial Planning held 502 shares of Rocket Companies worth $7.86K as of Q2 2026.
Rocket Companies was a new Action Point Financial Planning position in Q2 2026.
Rocket Companies made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1578 holding.
787 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.