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Atria Investments’s Rocket Companies RKT Stock Holding History

Atria Investments’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 		$429K Sell
27,250
-5,732
-17% -$82.6K ﹤0.01% 1606
2026
Q1 		$470K Buy
32,982
+13,189
+67% +$240K 0.01% 1483
2025
Q4 		$383K Buy
+19,793
New +$354K ﹤0.01% 1597

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

Atria Investments's RKT Position: Q2 2026 in Review

Atria Investments reduced its Rocket Companies (RKT) stake by 17% in Q2 2026, selling an estimated $82.6K and leaving 27,250 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Atria Investments first reported a position in RKT in Q4 2025 and has held it in 3 quarters since. The position peaked at $470K in Q1 2026. 797 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Atria Investments held 27,250 shares of Rocket Companies worth $429K as of Q2 2026.
  • Atria Investments sold 5,732 Rocket Companies shares in Q2 2026, an estimated $82.6K.
  • Rocket Companies made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1606 holding.
  • Atria Investments first reported a position in Rocket Companies in Q4 2025 and has held it in 3 quarters since.
  • Atria Investments's Rocket Companies position peaked at $470K in Q1 2026.
  • 797 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.