Aptus Capital Advisors’s Rocket Companies RKT Stock Holding History

Aptus Capital 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	$278K	Sell	17,621 -21,511	-55%	-$310K	﹤0.01%	982
2026 Q1	$558K	Sell	39,132 -29,940	-43%	-$545K	﹤0.01%	692
2025 Q4	$1.34M	Buy	69,072 +1,216	+2%	+$21.7K	0.01%	521
2025 Q3	$1.32M	Buy	67,856 +16,146	+31%	+$282K	0.01%	501
2025 Q2	$733K	Buy	+51,710	New	+$671K	0.01%	597

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

Aptus Capital Advisors's RKT Position: Q2 2026 in Review

Aptus Capital Advisors reduced its Rocket Companies (RKT) stake by 55% in Q2 2026, selling an estimated $310K and leaving 17,621 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #982.

Aptus Capital Advisors first reported a position in RKT in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.34M in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Aptus Capital Advisors held 17,621 shares of Rocket Companies worth $278K as of Q2 2026.
Aptus Capital Advisors sold 21,511 Rocket Companies shares in Q2 2026, an estimated $310K.
Rocket Companies made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #982 holding.
Aptus Capital Advisors first reported a position in Rocket Companies in Q2 2025 and has held it in 5 quarters since.
Aptus Capital Advisors's Rocket Companies position peaked at $1.34M in Q4 2025.
788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.