AWM
RKT icon

Activest Wealth Management’s Rocket Companies RKT Stock Holding History

Activest Wealth Management’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 		$4.85K Buy
308
+306
+15,300% +$4.41K ﹤0.01% 714
2026
Q1 		$29 Buy
+2
New +$36 ﹤0.01% 1195
2025
Q2 		– Sell
-1
Closed -$13 – 1164
2025
Q1 		$12 Sell
1
-387
-100% -$4.99K ﹤0.01% 1025
2024
Q4 		$4.37K Buy
388
+1
+0.3% +$15 ﹤0.01% 386
2024
Q3 		$7.43K Buy
+387
New +$6.79K ﹤0.01% 340

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

Activest Wealth Management's RKT Position: Q2 2026 in Review

Activest Wealth Management increased its Rocket Companies (RKT) stake by 15,300% in Q2 2026, buying an estimated $4.41K and bringing the position to 308 shares worth $4.85K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Activest Wealth Management first reported a position in RKT in Q3 2024 and has held it in 5 quarters since. The position peaked at $7.43K in Q3 2024. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Activest Wealth Management held 308 shares of Rocket Companies worth $4.85K as of Q2 2026.
  • Activest Wealth Management bought 306 Rocket Companies shares in Q2 2026, an estimated $4.41K.
  • Rocket Companies made up ﹤0.01% of Activest Wealth Management's portfolio in Q2 2026, its #714 holding.
  • Activest Wealth Management first reported a position in Rocket Companies in Q3 2024 and has held it in 5 quarters since.
  • Activest Wealth Management's Rocket Companies position peaked at $7.43K in Q3 2024.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

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