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Arete Wealth Advisors’s Rocket Companies RKT Stock Holding History

Arete Wealth 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 		– Sell
-19,570
Closed -$279K – 360
2026
Q1 		$279K Sell
19,570
-7,746
-28% -$141K 0.02% 310
2025
Q4 		$529K Buy
+27,316
New +$488K 0.04% 302
2025
Q3 		– Sell
-44,421
Closed -$630K – 803
2025
Q2 		$630K Sell
44,421
-2,300
-5% -$29.8K 0.04% 355
2025
Q1 		$564K Buy
+46,721
New +$603K 0.04% 354

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

Arete Wealth Advisors's RKT Position: Q2 2026 in Review

Arete Wealth Advisors sold out of Rocket Companies (RKT) in Q2 2026, closing a stake of 19,570 shares — an estimated $279K sold.

Arete Wealth Advisors first reported a position in RKT in Q1 2025 and held it in 4 quarters. The position peaked at $630K in Q2 2025. 794 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Arete Wealth Advisors reported no remaining Rocket Companies position as of Q2 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 19,570 Rocket Companies shares in Q2 2026, an estimated $279K.
  • Arete Wealth Advisors first reported a position in Rocket Companies in Q1 2025 and held it in 4 quarters.
  • Arete Wealth Advisors's Rocket Companies position peaked at $630K in Q2 2025.
  • 794 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Arete Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.