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Avion Wealth’s Rocket Companies RKT Stock Holding History

Avion Wealth’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 		$9K Buy
634
+71
+13% +$1.02K ﹤0.01% 628
2026
Q1 		$8K Sell
563
-52
-8% -$946 ﹤0.01% 557
2025
Q4 		$11K Buy
615
+151
+33% +$2.7K ﹤0.01% 475
2025
Q3 		$8K Buy
464
+64
+16% +$1.12K ﹤0.01% 548
2025
Q2 		$5K Hold
400
– – ﹤0.01% 637
2025
Q1 		$4K Hold
400
– – ﹤0.01% 599
2024
Q4 		$4K Hold
400
– – ﹤0.01% 597
2024
Q3 		$7K Buy
+400
New +$7.02K ﹤0.01% 455

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

Avion Wealth's RKT Position: Q2 2026 in Review

Avion Wealth increased its Rocket Companies (RKT) stake by 13% in Q2 2026, buying an estimated $1.02K and bringing the position to 634 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Avion Wealth first reported a position in RKT in Q3 2024 and has held it in 8 quarters since. The position peaked at $11K in Q4 2025. 788 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Avion Wealth held 634 shares of Rocket Companies worth $9K as of Q2 2026.
  • Avion Wealth bought 71 Rocket Companies shares in Q2 2026, an estimated $1.02K.
  • Rocket Companies made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #628 holding.
  • Avion Wealth first reported a position in Rocket Companies in Q3 2024 and has held it in 8 quarters since.
  • Avion Wealth's Rocket Companies position peaked at $11K in Q4 2025.
  • 788 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.