Advisornet Financial’s Rocket Companies RKT Stock Holding History

Advisornet Financial’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	$504	Buy	32 +2	+7%	+$29	﹤0.01%	2097
2026 Q1	$428	Sell	30 -26	-46%	-$473	﹤0.01%	2107
2025 Q4	$1.08K	Buy	56 +26	+87%	+$465	﹤0.01%	1982
2025 Q3	$581	Buy	+30	New	+$523	﹤0.01%	2050
2023 Q2	–	Sell	-4	Closed	-$36	–	2474
2023 Q1	$36	Buy	4 +1	+33%	+$9	﹤0.01%	2368
2022 Q4	$21	Buy	+3	New	+$22	﹤0.01%	2363
2022 Q1	–	Sell	-250	Closed	-$4K	–	2172
2021 Q4	$4K	Hold	250	–	–	﹤0.01%	1710
2021 Q3	$4K	Sell	250 -450	-64%	-$7.87K	﹤0.01%	1670
2021 Q2	$14K	Buy	700 +200	+40%	+$4.05K	﹤0.01%	1343
2021 Q1	$12K	Buy	500 +400	+400%	+$8.94K	﹤0.01%	1325
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	1558
2020 Q3	$2K	Buy	+100	New	+$2.33K	﹤0.01%	1584

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

Advisornet Financial's RKT Position: Q2 2026 in Review

Advisornet Financial increased its Rocket Companies (RKT) stake by 6.7% in Q2 2026, buying an estimated $29 and bringing the position to 32 shares worth $504. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Advisornet Financial first reported a position in RKT in Q3 2020 and has held it in 12 quarters since. The position peaked at $14K in Q2 2021. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Advisornet Financial held 32 shares of Rocket Companies worth $504 as of Q2 2026.
Advisornet Financial bought 2 Rocket Companies shares in Q2 2026, an estimated $29.
Rocket Companies made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #2097 holding.
Advisornet Financial first reported a position in Rocket Companies in Q3 2020 and has held it in 12 quarters since.
Advisornet Financial's Rocket Companies position peaked at $14K in Q2 2021.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.