Arkadios Wealth Advisors’s Rocket Companies RKT Stock Holding History

Arkadios 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	$280K	Buy	17,760 +1,625	+10%	+$23.4K	﹤0.01%	1441
2026 Q1	$230K	Buy	16,135 +2,664	+20%	+$48.5K	﹤0.01%	1499
2025 Q4	$261K	Buy	+13,471	New	+$241K	0.01%	1312
2021 Q3	–	Sell	-104	Closed	-$2K	–	2029
2021 Q2	$2K	Hold	104	–	–	﹤0.01%	1863
2021 Q1	$2K	Buy	104 +4	+4%	+$89	﹤0.01%	1540
2020 Q4	$2K	Buy	+100	New	+$2.11K	﹤0.01%	1272

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

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

Arkadios Wealth Advisors increased its Rocket Companies (RKT) stake by 10% in Q2 2026, buying an estimated $23.4K and bringing the position to 17,760 shares worth $280K. The position accounts for ﹤0.01% of the portfolio, ranked #1441.

Arkadios Wealth Advisors first reported a position in RKT in Q4 2020 and has held it in 6 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

Arkadios Wealth Advisors held 17,760 shares of Rocket Companies worth $280K as of Q2 2026.
Arkadios Wealth Advisors bought 1,625 Rocket Companies shares in Q2 2026, an estimated $23.4K.
Rocket Companies made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1441 holding.
Arkadios Wealth Advisors first reported a position in Rocket Companies in Q4 2020 and has held it in 6 quarters since.
791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.