Advisors Asset Management’s Rocket Companies RKT Stock Holding History

Advisors Asset 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	$1.25M	Sell	79,629 -380	-0.5%	-$5.48K	0.02%	753
2026 Q1	$1.14M	Sell	80,009 -1,556	-2%	-$28.3K	0.02%	765
2025 Q4	$1.58M	Buy	81,565 +30,194	+59%	+$540K	0.03%	672
2025 Q3	$996K	Buy	+51,371	New	+$896K	0.02%	782
2023 Q4	–	Sell	-17,495	Closed	-$143K	–	1438
2023 Q3	$143K	Sell	17,495 -2,830	-14%	-$28.6K	﹤0.01%	1154
2023 Q2	$182K	Sell	20,325 -662	-3%	-$5.76K	﹤0.01%	1132
2023 Q1	$190K	Sell	20,987 -4,056	-16%	-$35K	﹤0.01%	1126
2022 Q4	$175K	Sell	25,043 -7,094	-22%	-$51.8K	﹤0.01%	1149
2022 Q3	$203K	Sell	32,137 -67,625	-68%	-$588K	﹤0.01%	1141
2022 Q2	$734K	Buy	99,762 +9,811	+11%	+$84.7K	0.01%	840
2022 Q1	$1M	Buy	89,951 +9,445	+12%	+$117K	0.02%	801
2021 Q4	$1.13M	Buy	80,506 +6,739	+9%	+$107K	0.02%	801
2021 Q3	$1.18M	Buy	73,767 +21,413	+41%	+$374K	0.02%	760
2021 Q2	$1.01M	Buy	+52,354	New	+$1.06M	0.01%	825

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

Advisors Asset Management's RKT Position: Q2 2026 in Review

Advisors Asset Management reduced its Rocket Companies (RKT) stake by 0.47% in Q2 2026, selling an estimated $5.48K and leaving 79,629 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #753.

Advisors Asset Management first reported a position in RKT in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.58M in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Advisors Asset Management held 79,629 shares of Rocket Companies worth $1.25M as of Q2 2026.
Advisors Asset Management sold 380 Rocket Companies shares in Q2 2026, an estimated $5.48K.
Rocket Companies made up 0.02% of Advisors Asset Management's portfolio in Q2 2026, its #753 holding.
Advisors Asset Management first reported a position in Rocket Companies in Q2 2021 and has held it in 14 quarters since.
Advisors Asset Management's Rocket Companies position peaked at $1.58M in Q4 2025.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.