Balance Wealth
RKT icon

Balance Wealth’s Rocket Companies RKT Stock Holding History

Balance 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
Q3 		$1.15K Buy
+100
New +$1.37K ﹤0.01% 819

Other funds holding RKT

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Balance Wealth's RKT Position: Q3 2026 in Review

Balance Wealth opened a new position in Rocket Companies (RKT) in Q3 2026: 100 shares worth $1.15K. The stake represents ﹤0.01% of the portfolio and ranks #819 among its holdings.

575 funds tracked by Wall St. Rank hold RKT as of Q3 2026.

  • Balance Wealth held 100 shares of Rocket Companies worth $1.15K as of Q3 2026.
  • Rocket Companies was a new Balance Wealth position in Q3 2026.
  • Rocket Companies made up ﹤0.01% of Balance Wealth's portfolio in Q3 2026, its #819 holding.
  • 575 funds tracked by Wall St. Rank held Rocket Companies as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.