BCWM
RKT icon

Bartlett & Co Wealth Management’s Rocket Companies RKT Stock Holding History

Bartlett & Co Wealth 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 		$55.5K Hold
3,525
– – ﹤0.01% 720
2026
Q1 		$49.4K Hold
3,525
– – ﹤0.01% 689
2025
Q4 		$68.2K Buy
3,525
+3,025
+605% +$54.1K ﹤0.01% 614
2025
Q3 		$9.69K Hold
500
– – ﹤0.01% 924
2025
Q2 		$7.09K Hold
500
– – ﹤0.01% 956
2025
Q1 		$6.43K Hold
500
– – ﹤0.01% 958
2024
Q4 		$5.63K Hold
500
– – ﹤0.01% 959
2024
Q3 		$9.6K Hold
500
– – ﹤0.01% 917
2024
Q2 		$6.85K Hold
500
– – ﹤0.01% 957
2024
Q1 		$7.28K Hold
500
– – ﹤0.01% 944
2023
Q4 		$7.5K Hold
500
– – ﹤0.01% 1040
2023
Q3 		$4.09K Sell
500
-400
-44% -$4.04K ﹤0.01% 1015
2023
Q2 		$8.06K Buy
900
+400
+80% +$3.48K ﹤0.01% 945
2023
Q1 		$4.53K Hold
500
– – ﹤0.01% 907
2022
Q4 		$3.5K Hold
500
– – ﹤0.01% 961
2022
Q3 		$3.16K Hold
500
– – ﹤0.01% 991
2022
Q2 		$3.68K Hold
500
– – ﹤0.01% 1085
2022
Q1 		$5.56K Buy
+500
New +$6.18K ﹤0.01% 900
2021
Q4 		– Sell
-500
Closed -$8.02K – 774
2021
Q3 		$8.02K Hold
500
– – ﹤0.01% 723
2021
Q2 		$9.68K Hold
500
– – ﹤0.01% 694
2021
Q1 		$11.5K Hold
500
– – ﹤0.01% 714
2020
Q4 		$10.1K Hold
500
– – ﹤0.01% 729
2020
Q3 		$9.96K Buy
+500
New +$11.7K ﹤0.01% 681

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

Bartlett & Co Wealth Management's RKT Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Rocket Companies (RKT) position steady in Q2 2026 at 3,525 shares worth $55.5K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Bartlett & Co Wealth Management first reported a position in RKT in Q3 2020 and has held it in 23 quarters since. The position peaked at $68.2K in Q4 2025. 791 funds tracked by Wall St. Rank hold RKT as of Q2 2026.

  • Bartlett & Co Wealth Management held 3,525 shares of Rocket Companies worth $55.5K as of Q2 2026.
  • Bartlett & Co Wealth Management left its Rocket Companies share count unchanged in Q2 2026.
  • Rocket Companies made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #720 holding.
  • Bartlett & Co Wealth Management first reported a position in Rocket Companies in Q3 2020 and has held it in 23 quarters since.
  • Bartlett & Co Wealth Management's Rocket Companies position peaked at $68.2K in Q4 2025.
  • 791 funds tracked by Wall St. Rank held Rocket Companies as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.