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Baker Avenue Asset Management’s Rocket Companies RKT Stock Holding History

Baker Avenue Asset Management’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 		$2.6M Buy
+165,351
New +$2.38M 0.05% 204
2023
Q4 		– Sell
-38
Closed -$311 – 1247
2023
Q3 		$311 Buy
+38
New +$384 ﹤0.01% 1555

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

Baker Avenue Asset Management's RKT Position: Q2 2026 in Review

Baker Avenue Asset Management opened a new position in Rocket Companies (RKT) in Q2 2026: 165,351 shares worth $2.6M. The stake represents 0.05% of the portfolio and ranks #204 among its holdings. This is a return to the name: Baker Avenue Asset Management previously reported a position in RKT as recently as Q3 2023.

Baker Avenue Asset Management first reported a position in RKT in Q3 2023 and has held it in 2 quarters since. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Baker Avenue Asset Management held 165,351 shares of Rocket Companies worth $2.6M as of Q2 2026.
  • Rocket Companies was a new Baker Avenue Asset Management position in Q2 2026.
  • Rocket Companies made up 0.05% of Baker Avenue Asset Management's portfolio in Q2 2026, its #204 holding.
  • Baker Avenue Asset Management first reported a position in Rocket Companies in Q3 2023 and has held it in 2 quarters since.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Baker Avenue Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.